Willington Fong is a registered investment advisor at Rb Capital Management, LLC, based in Burlingame, CA, with 22 years of industry experience. Willington operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 614 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RB Capital Management charges a percentage of your portfolio annually for investment management. The fee varies depending on the type of investments and the amount you invest.
Long Equities:
- Up to $100,000: 1.75%
- $100,001 to $250,000: 1.50%
- $250,001 to $500,000: 1.25%
- $500,001 to $1,000,000: 1.00%
- $1,000,001+: 0.75%
Fixed Income:
- Up to $1,000,000: 0.75%
- $1,000,001 to $2,500,000: 0.50%
- $2,500,001 to $5,000,000: 0.40%
- $5,000,001+: 0.35%
Hedging Strategies:
- Up to $100,000: 2.50%
- $100,001 to $250,000: 2.00%
- $250,001 to $500,000: 1.75%
- $500,001 to $1,000,000: 1.50%
- $1,000,001+: 1.25%
These fees may be negotiable in certain circumstances.
Location
345 Lorton Avenue, Suite 302, Burlingame, CA, 94010
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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 Activities
Willington is involved in three outside business activities. He works in residential mortgage sales, serves as an administrative assistant for a financial services company (taking up a full-time commitment), and works as an independent real estate broker (dedicating minimal time).
Employment History
Current Registrations
Rb Capital Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Sloan Securities CORP.Broker
Sloan Securities CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
J.P. Morgan Securities INC.Broker
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.