Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
The advisory fees are negotiable and based on the value and type of assets managed. The annual fee is 2.00% for the first $1,000,000, 1.75% for assets between $1,000,001 and $5,000,000, and 1.50% for assets over $5,000,000. Fees are charged quarterly in advance, subject to a $300 minimum quarterly fee. Clients may also pay a $50 annual custodial fee for IRA accounts. Transaction fees of $20.00 - $40.00 per trade may apply. Due to the quarterly minimum fee, a client's annual fee may exceed 2%.
Areas of Practice
Advisor Information
Office location
12900 Preston Road, Suite 700, Dallas, TX, 75230
Get directionsRegulatory History (4)
Customer Dispute
August 2025Customer Dispute
December 2024Employment Separation After Allegations
May 2011Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Ting is the managing member, president, and CEO of TKC Wealth Management, LLC, spending nearly full-time on portfolio management. Ting also owns TKC Risk Advisors, LLC, providing insurance products, and T. K. Chen Financial Services, LLC, operating under Landolt Securities, Inc.