Vinh Tran is a registered investment advisor at Kyur, INC., based in Newport Beach, CA, with 9 years of industry experience. Vinh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $9.9M 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 $250K | 1.35% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are generally negotiable. The first tier is extended down to $0 from the stated $100,000 minimum based on standard schedule conventions.
Fee Estimator
Location
Newport Beach, 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 Activities
Vinh is involved in research consulting. The filing does not provide details on the time commitment or the nature of the consulting.
Employment History
Current Registrations
Kyur, INC.
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.
Exams
More Advisors
- Michael Hu, CFPSeia
- John Kostic, CFPTurner Financial Group, INC.
- Brian Mercado, CFPPrivate Advisor Group, LLC
- Yachen Sun, CFPWells Fargo Advisors
- Mark Mowrey, CFASignature Resources Capital Management, LLC
- Scott Mcewan, CFPMorgan Stanley