Pham Nguyen is a registered investment advisor at Corinthian Wealth Management, based in San Jose, CA, with 1 years of industry experience. Pham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 186 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corinthian Wealth Management manages your investments for an annual fee, which is negotiable and can range up to 1.5% of your portfolio. The exact fee depends on your needs, the complexity of your investment strategy, and your overall financial situation. You'll find the specific fee in your investment advisory agreement. There is no minimum account size.
Location
1625 the Alameda, Suite 308, San Jose, CA, 95126
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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.
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Pham is a notary public, providing notary services for clients. She spends minimal time on this activity.
Employment History
Current Registrations
Corinthian Wealth Management
State Registrations1 state
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.