Anna Hong
Anna Hong is a ChFC-designated registered investment advisor at New Insight Wealth Advisors, based in San Ramon, CA, with 1 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 356 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. Key factors that will be used to determine the ultimate fee paid by the client include but are not limited to, assets under management, frequency of contact and overall complexity of the client’s situation.
Fee Estimator
Location
111 Deerwood Road, Suite 250, San Ramon, CA, 94583
Get directionsHistory
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
Anna is an associate broker at Alliance Bay Realty, providing real estate planning and sales services, dedicating minimal time to this. She also has residual income from insurance policies through Worthington Financial Partners and KBP Financial & Insurance.
Employment History
Current Registrations
New Insight Wealth Advisors
Previous Registrations
Allmerits Asset, LLC
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.