Fong Her
Fong Her is a registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, with 10 years of industry experience. Fong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 932 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Management Associates offers investment management services where fees are based on a percentage of the assets they manage, ranging from 0.1% to 2% per year, or a fixed fee ranging from $250 to $10,000. They also offer a managed account program where the fee typically ranges from 0.1% to 1% of the account value, which is in addition to the third-party asset manager's fee.
Location
80 S 8th Street Suite 900, Minneapolis, MN, 55402
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Regulatory History (1)
Employment Separation After Allegations
September 2020Employment History
Current Registrations
Capital Management Associates INC
Capital Management Securities, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
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.