Advisor at TAK Advisory
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Laongdao Suppasettawat is a financial advisor with TAK Advisory in Juno Beach, FL, holding CFP® and Series 66 designations and 17 years of industry experience. She has been with TAK Advisory since 2013 and is also a partner in CAT Properties LLC. Suppasettawat regularly conducts public seminars on investment, estate, and financial planning and serves on the boards of the University of Southern Maine Alumni Association and the World Affairs Council of Maine. TAK Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, trustees, and conservators. The firm’s approach includes tailored asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical analysis and a range of strategies, while managing costs and tax consequences.
Based on TAK Advisory
Based on TAK Advisory
Fixed fees range from $1,000 to $10,000 for financial planning; $10,000 to $100,000 for comprehensive financial planning
$0 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.60% annually $3,000,001+: 0.40% annually
$250 per hour for financial planning services
Juno Beach, FL
Florida · Maine
CAT Properties LLC
2021 - Present (5 years)
TAK Advisory LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65, Series 66
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