Wai Yu is a CFP-designated registered investment advisor at Summa Global Advisors, LLC, based in Clackamas, OR, with 19 years of industry experience. Wai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 130 clients with $140M 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 - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable over $5,000,000.
Fee Estimator
Location
12901 SE 97th Ave, Suite 390, Clackamas, OR, 97015
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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
Summa Global Advisors, LLC
Previous Registrations
Coldstream Capital Management INC
State Registrations5 states
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