Yunny Dang
Yunny Dang is a CFP-designated registered investment advisor at Symphony Retirement Partners LLC, based in Round Rock, TX, with 20 years of industry experience. Yunny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
1 Chisholm Trail, Bldg 1, Suite 450, Round Rock, TX, 78681
Get directionsHistory
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
Yunny is an insurance agent offering fixed annuities, disability income insurance, and traditional life insurance, dedicating a few hours per week to this activity. Yunny also works as a poll worker during elections, spending about 10% of their time on this temporary role.
Employment History
Current Registrations
Symphony Retirement Partners LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
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.