Yong Wang
Yong Wang is a CFP-designated registered investment advisor at Transglobal Advisory, LLC, based in Monrovia, CA, with 4 years of industry experience. Yong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 144 clients with $47M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable. For accounts strictly invested in fixed income securities, TransGlobal Advisory generally charges an annual fee of 0.25%.
Fee Estimator
Location
185 W Chestnut Ave, Monrovia, CA, 91016
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
Yong supports fixed life insurance product sales and is the Chief Compliance Officer and an Investment Advisor Representative for TransGlobal Advisory, LLC. Yong also works as a specialist for TransGlobal Retirement Services and is a Registered Representative for Globalink Securities, Inc; each of these activities takes about a quarter of his time.
Employment History
Current Registrations
Transglobal Advisory, LLC
Globalink Securities, INC.Broker
State Registrations11 states
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.