Jiyon Tuman is a CFP-designated registered investment advisor at Wealthspring Financial Advisors, LLC, based in Bethesda, MD, with 17 years of industry experience. Jiyon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 41 clients with $23M 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 $300K | 1.20% |
| $300K - $800K | 1.00% |
| $800K - $1.3M | 0.90% |
| $1.3M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Bethesda, MD
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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 →Employment History
Current Registrations
Wealthspring Financial Advisors, LLC
Previous Registrations
Wealthspring Financial Advisors, LLC
Sage Financial Management Group, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
Mutual Service Corporation
State Registrations1 state
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