Lei Bao is a registered investment advisor at Bao, Lei, based in Chalan Pago-Ordot, Guam. Lei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the sole discretion of the adviser based on factors such as account size and complexity.
Fee Estimator
Location
Chalan Pago-Ordot, Guam
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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 →Employment History
Current Registrations
Bao, Lei
Previous Registrations
Asia Pacific Financial Management Group, INC.
State Registrations1 state
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