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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
155 N Lake Avenue, Pasadena, CA, 91101-1848
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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
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 Registrations10 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.
Exams
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