Benjamin Yeung is a CFP-designated registered investment advisor at Seaborn Financial, LLC, based in Silver Spring, MD, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 76 clients with $150M 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 | 0.60% |
| $1M+ | 0.40% |
Fee Estimator
Contact
Benjamin Yeung
Location
Silver Spring, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is the founder of BZY, LLC, where he provides tutoring services to high school and college students in STEM subjects. This activity, which includes related record-keeping and administrative duties, takes about 10-20% of his time.
Employment History
Current Registrations
Seaborn Financial, LLC
Previous Registrations
Fai Wealth Management
State Registrations2 states
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