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 Investment Management. 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
Allmerits Asset charges a percentage of your portfolio each year, with a maximum fee of 1.00%. This fee is billed quarterly, in advance, and is negotiable based on the size of your account and the services provided. If Allmerits uses a sub-adviser, their fee is generally separate and will be disclosed to you. When using Betterment, their fee is included in Allmerits' management fee.
Location
6281 Beach Blvd, Suite 116, Buena Park, CA, 90621
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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
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