Dale Wong is a registered investment advisor at Missio Investment Management LLC, based in Hinsdale, IL, with 7 years of industry experience. Dale 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 10 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.40% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
33 S Garfield St, Hinsdale, IL, 60521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Missio Investment Management LLC
State Registrations3 states
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