Helen Perez is a CFP-designated registered investment advisor at Wang Financial, LLC, based in Santa Barbara, CA, with 7 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wang Financial charges fees based on a percentage of the investments they manage, ranging from 0.25% to 1.50% per year. The specific rate is negotiated individually depending on the scope of the engagement. Fees are charged quarterly in arrears.
Location
1114 State Street, Suite 300, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wang Financial, LLC
State Registrations1 state
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