Kevin Yu is a CFA, CFP-designated registered investment advisor at Yunistone Investment Group, LLC, based in Chicago, IL, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $120M 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 | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.10% |
| $100M+ | 0.10% |
Fees are negotiable for accounts over $100,000,001. May charge a minimum annual fee for small accounts.
Fee Estimator
Location
125 South Wacker Drive, Suite 300, Chicago, IL, 60606
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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
Yunistone Investment Group, LLC
Previous Registrations
Deloitte Investment Advisors LLC
State Registrations1 state
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