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Ye Yin

4 Years of Experience
New York, NY

Ye Yin is a registered investment advisor at Maytech Global Investments, based in New York, NY, with 4 years of industry experience. Ye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 119 clients with $850M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
119 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$848.5M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.50%
$2.5M - $5.0M1.40%
$5.0M - $7.5M1.30%
$7.5M - $10.0M1.20%
$10M+0.90%

For accounts with a market value equal or greater than $10 million, the first $10,000,000 is charged 1.25% per annum. Fees may be negotiable for some clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

950 Third Avenue, 18th Floor, New York, NY, 10022

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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
Maytech Global Investments
September 2021 - Present · 4 yrs 8 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.
Ye Yin - Financial Advisor | TrueAdvisor