TN
CFP
TN
CFP

Thinh Nguyen

2 Years of Experience
Albany, CA

Thinh Nguyen is a CFP-designated registered investment advisor at Fog City Advisors, LLC, based in Albany, CA, with 2 years of industry experience. Thinh 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 3 more. Their firm serves 114 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
114 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$143.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1.0M - $5.0M0.70%
$5M+0.50%

Fees are negotiable and may be lower based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

828 San Pablo Ave., Suite 210B, Albany, CA, 94706

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fog City Advisors, LLC
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.