Tiffany Hong
Advisor at ADES Investment Counsel, Inc. — Los Angeles, CA
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.
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.
Credentials
CFA®
Experience Industry experience
< 1 year
Location
Los Angeles, CA
ADES Investment Counsel, Inc.
Independent
Total advisors
1Clients per advisor
25 TypicalAvg AUM per client
$2,349,039 Very HighHNW client ratio
44% HighTiffany Hong is a CFA® charterholder affiliated with ADES Investment Counsel, Inc. She has 11 years of experience, including roles at TRM Wealth Management AB and Robert Ades Accountancy Corporation. Based in Los Angeles, CA, she is the sole advisor at her firm. ADES Investment Counsel primarily serves individual and high-net-worth clients, retirement-plan participants, trusts, and business entities with portfolio management, financial planning, and investment consulting. The firm employs a long-term, passive-oriented investment approach based on Modern Portfolio Theory, using diversified asset allocations implemented chiefly through index-type mutual funds and ETFs, with a strong emphasis on Dimensional Fund Advisors products.
Based on ADES Investment Counsel, Inc.
Consulting services flat fees range from $300 to $5,000; financial planning fees typically $1,500 to $3,500
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.40%
Typically $300 per hour, negotiable
Account minimum: $1,000,000 Minimum fee: $5,000 annual minimum fee, exceptions may be made at discretion Fee-only: Investment management fees based on tiered AUM plus minimum fee; consulting and financial planning fees charged separately (hourly, flat fee)
Los Angeles, CA
Los Angeles CA
Advisors at this office
2
California
< 1 year of industry experience
TRM Wealth Management AB
2024 - Present • 2 years
Sunne
NA
2023 - 2024 • 1 year
Sunne
Ades Investment Counsel, Inc.
2015 - Present • 11 years
Los Angeles, CA
Robert Ades Accountancy Corporation
2015 - 2023 • 8 years
Los Angeles, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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