Quynh Ho is a registered investment advisor at Werba Rubin Papier Wealth Management, LLC, based in San Jose, CA, with 7 years of industry experience. Quynh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 648 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
1732 North 1st Street, Suite 220, San Jose, CA, 95112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Quynh is the CEO of Cereus Investment Inc., a real estate brokerage, bookkeeping, and tax preparation company, dedicating a few hours per week. Quynh is also the CFO of Cereus Corporation, a construction company, spending about 10-20% of their time.
Employment History
Current Registrations
Werba Rubin Papier Wealth Management, LLC
State Registrations1 state
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