Wang Financial provides financial planning and investment advice. Services include evaluating financial goals, investment objectives, risk tolerance, assets, liabilities, income, expenses, insurance, retirement planning, estate planning, and business succession planning. Wang Financial also assists with gathering information for tax returns and coordinates with other professionals like accountants and attorneys. Investment recommendations are based on the firm's professional judgment and analysis of publicly available information.
Fee Structure
Wang Financial charges fees based on a percentage of the investments they manage, ranging from 0.25% to 1.50% per year. The specific rate is negotiated individually depending on the scope of the engagement. Fees are charged quarterly in arrears.