Allan Yam is a CFP-designated registered investment advisor at Paraiba Wealth Management LLC, based in Hercules, CA, with 4 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, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 11 clients with $20M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Subject to a minimum annual fee of $7,500 per household. Fees are negotiable based on client type, situation complexity, potential deposits, and total assets.
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
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
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