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Thao Ho

4 Years of Experience
1 Disclosure

Thao Ho is a registered investment advisor at Manske Wealth Management, LLC, based in Houston, TX, with 4 years of industry experience. Thao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 478 clients with $610M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
478 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$608.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500

Manske Wealth Management provides wealth management services for an annual fee based on a percentage of the value of your investments. The annual fee can be up to 1.0%, depending on the amount you invest and the services you need. The fee is charged quarterly. Manske Wealth Management may negotiate a lower fee based on certain criteria.

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Location

1010 N. San Jacinto, Suite 200, Houston, TX, 77002

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History

Regulatory History (1)
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Criminal
April 2007
Final Disposition
Employment History
Current Registrations
Manske Wealth Management, LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
MML Investors Services, LLC
April 2022 - June 2024 · 2 yrs 2 mos
MML Investors Services, LLCBroker
November 2021 - June 2024 · 2 yrs 7 mos
Nylife Securities LLCBroker
February 2021 - October 2021 · 8 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.