Eric Wong
Eric Wong is a registered investment advisor at Independent Financial Group, LLC, based in New York, NY, with 4 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
150 West 56th Street, Suite 4012, New York, NY, 10019
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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
Eric sells life, long-term care, and disability income insurance, dedicating a few hours per week. He is also a registered representative for W Wealth Strategies for marketing purposes, spending nearly full-time on this. Finally, Eric works as an independent contractor providing tax services, spending minimal time on this.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations18 states
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