Guy Young
Guy Young is a registered investment advisor at Young Financial & Insurance Services, based in Millbrae, CA, with 43 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 28 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $499K | 1.25% |
| $499K - $1000K | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2 million. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Millbrae, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Guy owns Young Realty, a real estate business. He also owns Young Financial & Insurance Services, a registered RIA, and sells fixed annuities, long-term care, and life insurance.
Employment History
Current Registrations
Young Financial & Insurance Services
Previous Registrations
Mcclurg Capital CorporationBroker
Portsmouth Financial ServicesBroker
Hutchinson SecuritiesBroker
Morgan, Olmstead, Kennedy & Gardner, IncorporatedBroker
Davis, Skaggs & CO., INC.Broker
Shearson Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.