Allan Yam is a CFP-designated registered investment advisor at Paraiba Wealth Management LLC, based in Hercules, CA, with 3 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees charged may be negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, and the total amount of assets under management for the client. Fees for certain accounts may be under different fee schedules based on the type of specific investment strategy used for those accounts.
Fee Estimator
Location
Hercules, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Paraiba Wealth Management LLC
State Registrations1 state
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