Yanjuan Huang
Yanjuan Huang is a CFP-designated registered investment advisor at Vienna Asset Management LLC, based in Saratoga, CA, with 14 years of industry experience. Yanjuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133 clients with $240M 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 $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
For clients with a pre-existing relationship or initial assets under management more than $5,000,000, the fee is 0.35% annually for fixed income and/or cash accounts and 1.00% annually for annuity assets. Fees may be waived for accounts of Firm employees and family members, and for 529 or other similar college savings plan accounts.
Fee Estimator
Location
14657 Big Basin Way, Saratoga, CA, 95070
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 ActivitiesSells Insurance
Yanjuan is a sole proprietor in Saratoga, CA, engaged in fixed insurance sales as an insurance agent since May 2017. This activity is investment-related.
Employment History
Current Registrations
Vienna Asset Management LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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