Dajin Yang is a CFA-designated registered investment advisor at New Insight Wealth Advisors, based in San Ramon, CA, with 1 years of industry experience. Dajin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 356 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. Key factors that will be used to determine the ultimate fee paid by the client include but are not limited to, assets under management, frequency of contact and overall complexity of the client’s situation.
Fee Estimator
Location
111 Deerwood Road, Suite 250, San Ramon, CA, 94583
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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
New Insight Wealth Advisors
State Registrations1 state
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