WG
WG

Weyman Gong

27 Years of Experience

Weyman Gong is a registered investment advisor at Brown Advisory, based in Norfolk, VA, with 27 years of industry experience. Weyman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 234 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
234 clients
Average Client Portfolio
$31.3M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees are negotiable depending on the size and type of account, the investments in the account, and the services required.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 W. Main Street, Suite 700, Norfolk, VA, 23510-1676

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brown Advisory
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Brown Advisory
December 2018 - June 2019 · 6 mos
Signature Family Wealth Advisors
October 1998 - December 2018 · 20 yrs 2 mos
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.
Weyman Gong - Financial Advisor | TrueAdvisor