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Ikro Yoon

19 Years of Experience
Miami, FL

Ikro Yoon is a registered investment advisor at Celenian Capital, LLC, based in Miami, FL, with 19 years of industry experience. Ikro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $4.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$4.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

In addition to the asset-based fee, Celenian receives a performance fee of 20% of the profits generated. Fees may be negotiable in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 SE 2nd Avenue, Suite 2000, Miami, FL, 33131

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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
Celenian Capital, LLC
April 2006 - Present · 20 yrs 1 mo
State Registrations1 state
FL
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.
Ikro Yoon - Financial Advisor | TrueAdvisor