Seong Cho is a CFP-designated registered investment advisor at Allmerits Asset, LLC, based in Buena Park, CA, with 7 years of industry experience. Seong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 234 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%, billed quarterly in advance. Fees are negotiable based on account size and services provided.
Fee Estimator
Location
6281 Beach Blvd, Suite 116, Buena Park, CA, 90621
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Seong owns Sherwood Hall Financial Planning, where he works as an insurance agent and provides financial services, dedicating about half of his time. He is also an investment advisor representative at Allmerits Asset Management, LLC, but devotes no time to this activity, and an instructor for a CFP course, spending minimal time on it.
Employment History
Current Registrations
Allmerits Asset, LLC
Previous Registrations
Allmerits Asset Managment, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kyung Choe, CFPApiis Wealth Management CORP.
- Cam Liang, CFPTransamerica Financial Advisors, LLC
- Mike Park, ChFCState Farm Investment Management CORP.