Soo Yu is a registered investment advisor at Dominari Securities LLC, based in Palm Beach Gardens, FL, with 8 years of industry experience. Soo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 63 clients with $28M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.50% |
| $75M+ | 0.45% |
Fees are negotiable based on account composition, location of assets, and pre-existing relationships.
Fee Estimator
Location
3835 PGA Boulevard, Suite 103, Palm Beach Gardens, FL, 33410
Get directionsHistory
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 Activities
Soo is a member of Renaissance International Trading Company, LLC, Centurion Real Estate Group, LLC, DongAM, LLC, KStudio International LLC, and Dominari Holdings Inc., dedicating minimal time to each. DongAM, LLC and Dominari Holdings Inc. are investment related, while the others are not.
Employment History
Current Registrations
Dominari Securities LLC
Dominari Securities LLCBroker
Previous Registrations
Revere Securities LLCBroker
State Registrations51 states
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
More Advisors
- David Jacoby, CFA, CFPRemote Financial Planner, LLC
- David Swank, CFAHood River Capital Management LLC
- Amy Owen, CFPHb Wealth
- James Jaramillo, ChFCState Farm Investment Management CORP.
- Ronald Rourk, CFPMorgan Stanley
- Reece Bogan, CFPHamilton Capital