Yafu Guo is a registered investment advisor at Tj Capital Holdings LLC, based in Springfield, NJ, with 30 years of industry experience. Yafu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $38M 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 | 1.80% |
| $1.0M - $2.5M | 1.60% |
| $2.5M - $5.0M | 1.40% |
| $5.0M - $7.5M | 1.20% |
| $7.5M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Schedule shown is for the TJ Growth Portfolio. TJ Income Portfolio: First $1,000,000, 1.2%; Next $1,500,000, 1.1%; Next $2,500,000, 1.0%; Next $2,500,000, 0.9%; Next $2,500,000, 0.7%; Over$10,000,000, 0.5%. TJ Income Growth Portfolio: First $1,000,000, 1.6%; Next $1,500,000, 1.4%; Next $2,500,000, 1.2%; Next $2,500,000, 1.0%; Next $2,500,000, 0.8%; Over$10,000,000, 0.6%.
Fee Estimator
Location
Springfield, NJ
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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
Tj Capital Holdings LLC
Previous Registrations
Craft Capital Management LLCBroker
Tj Capital Mangement, L.P.
Univest Securities, LLCBroker
State Registrations2 states
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