MS
CFA
MS
CFA

Minyoung Sohn

1 Year of Experience
Denver, CO

Minyoung Sohn is a CFA-designated registered investment advisor at Blue Room Investment Advisors, based in Denver, CO, with 1 years of industry experience. Minyoung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$23.9M average
Assets Under Management
$23.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

490 S. Santa Fe Dr., Unit E, Denver, CO, 80223

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Minyoung is a Managing Member of Blue Room Real Estate, which owns Blue Room Investment Advisors' office, and Blue Room Housing, which develops affordable housing solutions.

Employment History
Current Registrations
Blue Room Investment Advisors
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
CO
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.