Szu-Han Wang is a registered investment advisor at Equita Financial Network, INC., based in Saratoga, CA, with 1 years of industry experience. Szu-Han 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 7 more. Their firm serves 434 clients with $390M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Total client fees when using a sub-adviser will not exceed 3% of the portfolio.
Fee Estimator
Location
Saratoga, CA
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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
Equita Financial Network, INC.
State Registrations1 state
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Exams
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