Michael Yan
Michael Yan is a registered investment advisor at Westwood Wealth Management, based in Dallas, TX, with 2 years of industry experience. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 452 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westwood Advisors manages private funds and charges management fees and performance-based compensation that vary by vehicle and investor:
- Management fees — Generally 1.5% annually during the investment period for flagship closed-end secondaries funds.
- Performance-based compensation — Generally 15% carried interest payable to an affiliate after investors receive a return of contributed capital and the applicable preferred return.
- Co-investments — Certain co-investment opportunities may be offered on reduced-fee or no-fee/no-carry terms up to specified commitment levels.
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Westwood Wealth Management
State Registrations1 state
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Exams
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