Claudia Song is a registered investment advisor at Allmerits Asset, LLC, based in Buena Park, CA, with 2 years of industry experience. Claudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 234 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allmerits Asset charges a percentage of your portfolio each year, with a maximum fee of 1.00%. This fee is billed quarterly, in advance, and is negotiable based on the size of your account and the services provided. If Allmerits uses a sub-adviser, their fee is generally separate and will be disclosed to you. When using Betterment, their fee is included in Allmerits' management fee.
Location
6281 Beach Blvd, Suite 116, Buena Park, CA, 90621
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
Claudia works as an insurance agent/field manager for Allmerits Financial and Insurance Services, selling life and annuity products since 2020. This takes nearly full-time hours.
Employment History
Current Registrations
Allmerits Asset, LLC
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.