Yan Zhang is a registered investment advisor at Rsa Capital, based in Irvington, NY, with 5 years of industry experience. Yan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 22 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RSA Capital charges a percentage of the assets they manage for investment management services. The annual management fee is 2.00% for RSA Aggressive Growth, RSA Moderate Growth, RSA Conservative Growth, RSA Appreciation and Income, and RSA Premiere Strategy. The annual management fee is 1.50% for RSA Conservative Appreciation and RSA Income. RSA Capital may also charge a performance fee of 0-20% annually.
Location
Irvington, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rsa Capital
Previous Registrations
Signator Investors, INC.
State Registrations1 state
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