Advisor at Werba Rubin Papier Wealth Management, LLC
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Firm
Werba Rubin Papier Wealth Management, LLC
Location
San Jose, CA 95112
Credentials
Series 65
Industry experience
7 years
Quynh Ho is a financial advisor at Werba Rubin Papier Wealth Management, LLC with seven years of industry experience. Ho holds a Series 65 designation and has been involved with Cereus Investment Inc. and Cereus Corporation since 2010, serving as CEO and CFO respectively in non-securities related businesses including real estate brokerage, bookkeeping, tax preparation, and construction. Werba Rubin Papier Wealth Management serves individuals, high-net-worth clients, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs a risk-based, long-term investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.
Based on Werba Rubin Papier Wealth Management, LLC
Based on Werba Rubin Papier Wealth Management, LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.25%
Account minimum: $500,000
1732 North 1 St Street, Suite 220
San Jose, CA 95112
California
Werba Rubin Tax Services, Inc.
2018 - Present (8 years)
Cereus Investment Inc.
2012 - Present (14 years)
Cereus Corporation
2010 - Present (16 years)
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Is active or affiliated with:
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.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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