Bonnie Yam
Bonnie Yam is a CFA, CFP, ChFC-designated registered investment advisor at Pension Maxima Investment Advisory, INC., based in Arcadia, CA, with 18 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 27 clients with $32M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fee Estimator
Location
1108 South Baldwin Avenue, Suite 210, Arcadia, CA, 91007
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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
Bonnie provides financial wellness education, charitable donation evaluations, and business value scans. She also owns Mi Lindo Gato, an investment-related tax planning firm, spending about 10-20% of her time on the education and evaluation activities and about a third of her time on the tax planning firm.
Employment History
Current Registrations
Pension Maxima Investment Advisory, INC.
Previous Registrations
AXA Advisors, LLC
State Registrations2 states
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