Anders Ting is a registered investment advisor at Tkc Wealth Management LLC, based in Dallas, TX, with 21 years of industry experience. Anders operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 147 clients with $120M 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 | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule above applies to assets held at Charles Schwab & Co., Inc. For assets not held at Charles Schwab & Co., Inc., a flat 1.00% fee applies to all asset levels. Fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
12900 Preston Road, Suite 700, Dallas, TX, 75230
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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 →Other Business ActivitiesSells Insurance
Anders is a financial advisor for TK Chen Financial Services and TKC Wealth Management LLC, dedicating approximately 60 hours per month to each. Anders also offers insurance products through TKC Risk Advisors LLC, works as a mortgage loan originator for Loan Smart Mortgage LLC, and owns a rental property management company, TN Group LLC.
Employment History
Current Registrations
Tkc Wealth Management LLC
Landolt Securities, INC.Broker
Previous Registrations
Comerica SecuritiesBroker
Comerica SecuritiesBroker
Pruco Securities CorporationBroker
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.