S Yeyni is a CFP-designated registered investment advisor at Wealth-Builders, INC., based in Bellevue, WA, with 24 years of industry experience. S operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 85 clients with $100M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
Bellevue, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
S is the president of Josh Yeyni, CPA, PS, an accountancy corporation in Washington State, since 1992. S spends about 10-20% of their time in tax and accounting activities, and the majority of their time on investment-related activities.
Employment History
Current Registrations
Wealth-Builders, INC.
State Registrations1 state
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