YH
YH

Youngdawn Ha

2 Years of Experience
New York, NY

Youngdawn Ha is a registered investment advisor at Karani Asset Management LLC, based in New York, NY, with 2 years of industry experience. Youngdawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$130.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Karani Asset Management charges an annual fee based on the value of your account. The fee ranges from 1% to 2% depending on the investment strategy used. These fees cover investment advisory services for separately managed accounts.

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Location

250 West 55th Street, 17th Floor, New York, NY, 10019

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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
Karani Asset Management LLC
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
NY
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.
Youngdawn Ha - Financial Advisor | TrueAdvisor