SP
CFP

Stacey Panenhanouvong

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
943 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$500 - $10,000
Hourly Rate:Up to $750/hr

Investment management fees range from 0.25% to 2.00% annually, based on assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning fees range from $500 to $10,000, or up to $750 per hour for consultations, with a minimum annual fee of $2,500, which may be waived if the client also has assets under management with HCR.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024

Get directions
Regulatory History (1)
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Criminal
October 2011
Final Disposition
Employment History
Current Registrations
Hcr Wealth Advisors
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Validus Capital LLC
April 2023 - June 2024 · 1 yr 2 mos
Charles Schwab & Co., INC.
December 2015 - September 2022 · 6 yrs 9 mos
Charles Schwab & Co., INC. Broker
November 2015 - September 2022 · 6 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Stacey Panenhanouvong - Financial Advisor | AdvisorDiscover