Alicia Duong is a CFP-designated registered investment advisor at Wealth Engineers, LLC, based in Denver, CO, with 2 years of industry experience. Alicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $120M 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 $3.5M | 0.75% |
| $3.5M+ | 0.75% |
The Dynamic Wealth Planning (Premium Service) fee schedule is shown. Wealth Management (Base Service) is 0.50% annually on the first $3,500,000. No additional fee on assets above that. Investment management services are provided subject to a minimum portfolio requirement of $750,000 and a minimum monthly fee of $312.50 for the Wealth Management service level or a minimum portfolio requirement of $1,250,000 and a minimum monthly fee of $625.00 for the Dynamic Wealth Planning service level. Due to these minimum fees, Client’s effective annual rate expressed in percentage terms may be higher than the annual rate defined in the Investment Management Pricing Schedule above.
Fee Estimator
Location
600 17th Street, Suite 2800 South, Denver, CO, 80202-5428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealth Engineers, LLC
State Registrations2 states
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