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Middat Yildiz

2 Years of Experience
Queens, NY

Middat Yildiz is a registered investment advisor at Pretiumcapital Management, INC., based in Queens, NY, with 2 years of industry experience. Middat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $120K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$41K average
Assets Under Management
$123K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Queens, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Middat has previous employment history with NYC Government as an analyst and Apple Inc as a retail sales specialist. These activities are not investment-related.

Employment History
Current Registrations
Pretiumcapital Management, INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Pretiumcapital Management, INC.
March 2023 - December 2023 · 9 mos
State Registrations1 state
NY
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.
Middat Yildiz - Financial Advisor | TrueAdvisor