JY
CFA
JY
CFA

Jennifer Yap

2 Years of Experience
New York, NY

Jennifer Yap is a CFA-designated registered investment advisor at Ldr Capital Management, LLC, based in New York, NY, with 2 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$14.3M average
Assets Under Management
$444.7M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

LDR Capital Management charges a percentage of your portfolio each month or quarter. These fees range from 0.125% to 1.15% per year. The final fee structure is in your agreement with LDR.

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Location

300 Park Avenue, Suite 501, New York, NY, 10022

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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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Employment History
Current Registrations
Ldr Capital Management, LLC
October 2023 - Present · 2 yrs 7 mos
State Registrations2 states
NYTX
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.
Jennifer Yap - Financial Advisor | TrueAdvisor