YB
CFP
YB
CFP

Yuko Bois

18 Years of Experience
Las Vegas, NV

Yuko Bois is a CFP-designated registered investment advisor at Mcbroom & Associates, LLC, based in Las Vegas, NV, with 18 years of industry experience. Yuko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 98 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$215.2M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

1% for equity and ETF investments. 0.4% for fixed income investments. 2% for accounts significantly below the minimum size. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1635 Village Center Cir, Ste 140, Las Vegas, NV, 89134-6375

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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

Yuko owns MIRU & Associates LLC, providing accounting, bookkeeping, and small business administration services, and is a Nevada State Registered document preparer, spending minimal time on it. Yuko also owns Hilokun LLC, a real estate holding company, dedicating minimal time to it as well.

Employment History
Current Registrations
Mcbroom & Associates, LLC
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
United Capital Financial Advisers
December 2008 - March 2011 · 2 yrs 3 mos
Maul Capital Management
March 2006 - December 2008 · 2 yrs 9 mos
State Registrations2 states
CANV
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.