Huan Wang
Huan Wang is a CFA-designated registered investment advisor at Strategic Advisers LLC, based in Pasadena, CA, with 3 years of industry experience. Huan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
123-127 South Lake Ave., Pasadena, CA, 91101-2604
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
Huan is an insurance agent for Avantax Insurance Agency/Services, selling approved insurance products, dedicating about 10-20% of their time. Huan also works as a Wealth Management Associate Advisor at TYWL Wealth Advisors LLC, spending about half their time supporting other advisors and advising clients on financial plans.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Seia
Royal Alliance Associates, INC.Broker
State Registrations8 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.