Jeffrey Yun is a registered investment advisor at Charles Schwab Investment Management, INC, based in Naples, FL, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 843,555 clients with $1400B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSIM manages investment portfolios for individual clients through various programs. Fees for these programs are determined by the program sponsors, not CSIM directly. Clients in these programs typically pay a single fee that covers investment advice, brokerage, and custodial services. The specific fees vary depending on the program and the assets managed.
Location
600 5th Avenue South, Suite 210, Naples, FL, 34102
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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.
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Jeffrey is a director at Karen Cunningham Memorial Foundation, Inc., a nonprofit charitable organization, since 2022. He helps manage the financial affairs of the organization, including collecting, distributing funds, and investing charitable donations.
Employment History
Current Registrations
Charles Schwab Investment Management, INC
Previous Registrations
Wasmer Schroeder
Private Capital Management, LP
State Registrations1 state
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