Danny Yu is a CFP-designated registered investment advisor at Hillcrest Wealth Advisors - Ny, LLC, based in Holmdel, NJ, with 24 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 65 clients with $390M 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 $3.0M | 1.00% |
| $3.0M - $9.0M | 0.80% |
| $9.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees are negotiable for amounts above $15,000,000. Other programs: Laddered Bond Portfolio and Held Away Investment Consultation at 0.20% to 0.30%.
Fee Estimator
Location
101 Crawfords Corner Road, Suite 4116, Holmdel, NJ, 07733
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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
Hillcrest Wealth Advisors - Ny, LLC
Previous Registrations
Eisneramper Wealth Advisors LLC
Kpmg Investment Advisors
Pricewaterhousecoopers Investment Advisers LLC
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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