Advisor at NWF Advisory Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
NWF Advisory Services Inc
Location
Yorba Linda, CA 92887
Credentials
Series 63
Industry experience
34 years
Peter Wang is a financial advisor with OSAIC, holding a Series 63 designation and 34 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he is a statutory agent for WISE STEWARD CORPORATION, which is involved in fixed insurance sales, and also serves as an investment adviser representative with NWF Advisory Services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment process that incorporates risk-tolerance assessments, portfolio optimization, and access to various investment products and third-party managers.
Based on NWF Advisory Services Inc
Financial planning fixed fees: $500-$1,500 (Basic Plan), $1,500-$3,000 (Intermediate), $3,000+ (Advanced); Retirement plan consulting fixed fees: $5,000 - $100,000 based on scope.
$50,000 - $99,999: n/a (Advisor Managed Portfolios Wrap Account) $100,000 - $249,999: 2.100% (Advisor Managed Portfolios Wrap Account) $250,000 - $499,999: 1.875% (Advisor Managed Portfolios Wrap Account) $500,000 - $749,999: 1.650% (Advisor Managed Portfolios Wrap Account) $750,000 - $1,249,999: 1.425% (Advisor Managed Portfolios Wrap Account) $1,250,000 - $1,999,999: 1.200% (Advisor Managed Portfolios Wrap Account) $2,000,000 - $4,999,999: 0.975% (Advisor Managed Portfolios Wrap Account) $5,000,000 - $24,999,999: 1.000% (Advisor Managed Portfolios Wrap Account) $25,000,000+: 0.775% (Advisor Managed Portfolios Wrap Account) $50,000 - $99,999: 2.050% (Advisor Managed Portfolios Non-Wrap Account) $100,000 - $249,999: 2.100% (Advisor Managed Portfolios Non-Wrap Account) $250,000 - $499,999: 1.875% (Advisor Managed Portfolios Non-Wrap Account) $500,000 - $749,999: 1.650% (Advisor Managed Portfolios Non-Wrap Account) $750,000 - $1,249,999: 1.425% (Advisor Managed Portfolios Non-Wrap Account) $1,250,000 - $1,999,999: 1.200% (Advisor Managed Portfolios Non-Wrap Account) $2,000,000 - $4,999,999: 0.975% (Advisor Managed Portfolios Non-Wrap Account) $5,000,000 - $24,999,999: 1.000% (Advisor Managed Portfolios Non-Wrap Account) $25,000,000+: 0.775% (Advisor Managed Portfolios Non-Wrap Account) $100,000 - $249,999: 1.50% (Model Program Wrap Account) $250,000 - $499,999: 1.50% (Model Program Wrap Account) $500,000 - $999,999: 1.50% (Model Program Wrap Account) $1,000,000 - $1,999,999: 1.50% (Model Program Wrap Account) $2,000,000 - $4,999,999: 1.50% (Model Program Wrap Account) $5,000,000 - $9,999,999: 1.50% (Model Program Wrap Account) $10,000,000 - $24,999,999: 1.50% (Model Program Wrap Account) $25,000,000+: 1.00% (Model Program Wrap Account) $100,000 - $249,999: 1.50% (WMAP Wrap Account) $250,000 - $499,999: 1.50% (WMAP Wrap Account) $500,000 - $999,999: 1.50% (WMAP Wrap Account) $1,000,000 - $1,999,999: 1.50% (WMAP Wrap Account) $2,000,000 - $4,999,999: 1.50% (WMAP Wrap Account) $5,000,000 - $9,999,999: 1.50% (WMAP Wrap Account) $10,000,000 - $24,999,999: 1.50% (WMAP Wrap Account) $25,000,000+: 1.00% (WMAP Wrap Account) $0 - $249,999: 2.00% (Third Party Advisory Services maximum advisory fee) $250,000 - $499,999: 1.90% (Third Party Advisory Services maximum advisory fee) $500,000 - $999,999: 1.75% (Third Party Advisory Services maximum advisory fee) $1,000,000 - $1,999,999: 1.50% (Third Party Advisory Services maximum advisory fee) $2,000,000+: 1.25% (Third Party Advisory Services maximum advisory fee)
Advisory Representatives may receive commissions as Registered Representatives or insurance agents in connection with securities or insurance product sales.
Financial planning hourly fees range from $150 to $1,000 per hour; Retirement plan consulting hourly fees range from $50 to $300 per hour.
Account minimum: $50,000 Fee-only: Financial planning fixed fees range from $500 to $3,000+ depending on plan complexity; hourly fees range from $150 to $1,000 per hour.
22405 E. La Palma Ave
Yorba Linda, CA 92887
California · Texas
Royal Alliance Associates, INC.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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