JS
CFP
JS
CFP

Jung Hwa Seh

11 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
1,329 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.43%
$100K - $250K1.32%
$250K - $500K1.21%
$500K - $2.0M1.10%
$2.0M - $5.0M0.99%
$5.0M - $10.0M0.82%
$10M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

McLean, VA

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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
Bogart Wealth, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Advice and Planning Services
December 2012 - August 2020 · 7 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2012 - August 2020 · 8 yrs 2 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.