Advisor at Monarch Wealth Strategies
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Firm
Monarch Wealth Strategies
Location
Los Angeles, CA 90028
Credentials
Series 65
Industry experience
19 years
Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.
Based on Monarch Wealth Strategies
Up to $30,000 maximum flat fee for financial planning and consulting services
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee for wealth management services
6430 Sunset Blvd., Suite 1433
Los Angeles, CA 90028
California
Monarch Wealth Strategies
2024 - Present (2 years)
PDV Financial Management
2003 - 2024 (21 years)
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Other specialized services
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