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Albert Yeo
26 Years of Experience
Culver City, CA
1 Disclosure
Albert Yeo is a registered investment advisor at A Yeo Capital Management LLC, based in Culver City, CA, with 26 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
For portfolios between $1,000,000 and $25,000,000, the fee is the higher of 0.50% or $10,000 annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Culver City, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2003Denied
Employment History
Current Registrations
A Yeo Capital Management LLC
March 2026 - Present · 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - January 2017 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - January 2017 · 10 yrs 8 mos
UBS Financial Services INC.
April 2001 - June 2006 · 5 yrs 2 mos
UBS Financial Services INC.Broker
March 2001 - June 2006 · 5 yrs 3 mos
Prudential Securities IncorporatedBroker
March 1997 - March 2001 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1992 - March 1997 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - May 1991 · 1 yr 2 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.