Yongyi Fan is a registered investment advisor at Sun Global LLC, based in Ann Arbor, MI, with 15 years of industry experience. Yongyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 19 clients with $7.4M 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 $500K | 2.00% |
| $500K - $1.4M | 1.75% |
| $1.4M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are generally negotiable. Qualified clients in the fee plus performance program also pay a 20% performance fee on capital gains.
Fee Estimator
Location
Ann Arbor, MI
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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 →Other Business ActivitiesSells Insurance
Yongyi is an agent for Peace of Mind Wealth Management and Guardian Financial Alliance, distributing and selling insurance products, dedicating about a quarter of his time to the former and about 10-20% of his time to the latter. Yongyi is also an IAR for TLG Advisors Inc, but dedicates no time to this activity.
Employment History
Current Registrations
Sun Global LLC
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Transglobal Advisory, LLC
Globalink Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations2 states
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
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