Larry Yu
Larry Yu is a registered investment advisor at Castle Group Investment Counsel, INC., based in Arcadia, CA, with 7 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
Arcadia, CA
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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
Larry is the owner/CEO of Feather Insurance & Financial Services, Inc., selling various insurance products, dedicating nearly full-time hours to this role. He is also involved in real estate as an agent with Evergreen Realty & Associates, a registered representative with Fortune Securities, Inc., and a registered investment advisor rep with Castle Group Investment Counsel, Inc., along with owning several LLCs for accounting, tax planning, and assisting with real estate filings.
Employment History
Current Registrations
Castle Group Investment Counsel, INC.
Fortune Securities, INC.Broker
Previous Registrations
Foresters Equity Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
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