Wei-Ping Lo
Wei-Ping Lo is a registered investment advisor at Independent Financial Group, LLC, based in Diamond Bar, CA, with 3 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
660 N. Diamond Bar Blvd #268, Diamond Bar, CA, 91765
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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
Wei-Ping sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors and refers health insurance plans, dedicating minimal time to this. Wei-Ping is also an insurance agent/representative and owns Topcar Inc, an exporter of used cars to Taiwan, dedicating about 10-20% of their time to this. Additionally, Wei-Ping is a board member of Hummingbird Global Media.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations2 states
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