Bridget Yeung
Bridget Yeung is a registered investment advisor at Osaic Wealth, INC., based in Sugar Land, TX, with 35 years of industry experience. Bridget operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
800 Bonaventure Way, Unit 124, Sugar Land, TX, 77479
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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
Bridget offers disability insurance and long-term care insurance through Benefit Concepts, Inc., and also offers health, disability, long-term care, and traditional life insurance, as well as fixed and indexed annuities through Fort Bend Financial. She also manages rental properties through Avery Elliot LLC and S&K Legacy LLC, and is a board member of the Exchange Club of Sugar Land.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Sun Investment Services CompanyBroker
State Registrations25 states
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