Matthew Yu is a registered investment advisor at Gasima Financial LLC, based in Venice, FL, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $8.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable at the discretion of the Firm.
Fee Estimator
Location
304 W Venice Ave, Suite 204, Venice, FL, 34285
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a Global Equities Portfolio Manager at Rock Springs Investments, dedicating about half his time to analyzing capital markets transactions. He is also a Managing Member of VYU Advisors LLC, a consulting firm providing investment services, which takes nearly full-time hours.
Employment History
Current Registrations
Gasima Financial LLC
State Registrations1 state
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