Admand Wong is a registered investment advisor at Integrity Financial Corporation, based in Bellevue, WA, with 14 years of industry experience. Admand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,825 clients with $680M 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 $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
2821 Northup Way, Suite 120, Bellevue, WA, 98004
Get directionsHistory
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
Admand is a life insurance producer and agency owner of Washington Heritage Insurance DBA Artizo, LLC since 2009. This is a full-time position, and he sells only life insurance and fixed annuities.
Employment History
Current Registrations
Integrity Financial Corporation
Previous Registrations
Integrity Financial Corporation
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.