Yuanyuan Yang
Yuanyuan Yang is a registered investment advisor at Return on Life Wealth Partners, based in Baltimore, MD, with 13 years of industry experience. Yuanyuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 284 clients with $470M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.45% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and you as the Client. In certain circumstances, our fees and the timing of the fee payments may be negotiated.
Fee Estimator
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Yuanyuan operates under several DBAs for her LPL business, including Planned Financial Services, PFS Wealth Partners, and 401(k) Prosperity. She is also a Registered Investment Advisor and spends nearly full-time providing investment advisory services through Planned Financial Services and Return on Life Wealth Partners.
Employment History
Current Registrations
Return on Life Wealth Partners
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
State Registrations3 states
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