Candor Financial is a registered investment advisor founded in 2010 by Chao-Wen Huang. The firm focuses on helping individuals, families, and small businesses achieve their financial goals through comprehensive financial planning and investment management. Candor Financial uses a combination of passive investments like index funds and active investments like stocks and bonds, structured around Modern Portfolio Theory. The firm offers introductory reviews, hourly comprehensive financial planning, and ongoing portfolio management. Candor Financial serves clients primarily by appointment from offices in California and Georgia, emphasizing objective, transparent advice tailored to each client's unique needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee of 1.50% applies to all assets under management, subject to a minimum annual fee of $3,750. Fees may be negotiable on a case-by-case basis.