HN
CFP

Hanh Duy Nguyen

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee is negotiable at the discretion of your financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

This firm charges a flat 2.00% annual fee, calculated quarterly, for its Wrap Fee Program. This fee includes portfolio and asset management services, as well as certain brokerage fees and costs from your custodian. The fee is negotiable at the discretion of your financial advisor, potentially impacting their compensation. Clients in the Client Brochure Program may pay additional brokerage fees and costs beyond Krilogy’s Fee that a Wrap Fee Program client does not pay.

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

Office location

1 Mid Rivers Mall Drive, Ste. 120, St. Peters, MO, 63376

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hanh is a member/owner of HDN, LLC and TopView Capital, LLC, both real estate related. Hanh is also a minority partner in TopView Construction LLC, which assists TopView Capital LLC in maintenance and repairs; Hanh spends minimal time on each of these activities.

Employment History
Current Registrations
Krilogy
October 2016 - Present · 9 yrs 3 mos
State Registrations3 states
ALMOTX
Advisor
Exams
No exam information available for this advisor.
Hanh Duy Nguyen - Financial Advisor | AdvisorDiscover