JN
CFP
JN
CFP

Jonathon Van Nguyen

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
146 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$241.6M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.00%
$250K - $500K0.88%
$500K - $1.0M0.75%
$1.0M - $2.0M0.63%
$2M+0.50%

Fee schedule applies to Aggressive Growth, Growth, and Moderate Growth portfolios. Different schedules apply to Conservative Growth and Emphasis on Income portfolios.

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

5 Hubble, Irvine, CA, 92618

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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
Advanced Financial Strategies INC
March 2004 - Present · 21 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.