Yibo Huang is a CFA-designated registered investment advisor at Sicart Associates, LLC, based in New York, NY, with 18 years of industry experience. Yibo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $380M 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees are negotiable, especially for accounts over $25,000,000. Clients transferring accounts from another firm may continue to be charged their prior fee, or the above schedule, whichever is lower.
Fee Estimator
Location
145 E 57th Street, 5th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sicart Associates, LLC
Previous Registrations
Tocqueville Securities L.P.Broker
State Registrations2 states
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