Peter Yiu is a registered investment advisor at Tranquil Asset Management LLC, based in Foster City, CA, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Foster City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tranquil Asset Management LLC
Previous Registrations
Tranquil Asset Management LLC
Charles Schwab & CO., INC.Broker
World Group Securities, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Svb Securities, a Non-Bank Affiliate of Silicon Valley BankBroker
Charles Schwab & CO., INC.Broker
Salomon Smith Barney INC.Broker
Olde Discount CorporationBroker
Olde Discount CorporationBroker
State Registrations1 state
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