Kim-Oanh Pham is a registered investment advisor at Equity Advisors, LLC, based in Zepher Cove, NV, with 1 years of industry experience. Kim-Oanh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 95 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equity Advisors offers investment management services where fees are a percentage of the value of your account. The exact percentage is negotiated with each client. Equity Advisors also uses third-party money managers, and the total fee you pay will be a combination of Equity Advisors' fee and the third-party manager's fee, not exceeding 2% in total. AE Wealth Management platform is also used, with fees detailed in their disclosure brochure. You can terminate your account at any time and receive a refund of any unearned fees.
Location
Zepher Cove, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kim-Oanh is the President and Owner of Real Estate Investment Experts, Inc., a real estate brokerage, since 2005. She dedicates about 10-20% of her time during securities trading hours and about half her time overall to this endeavor.
Employment History
Current Registrations
Equity Advisors, LLC
State Registrations1 state
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