Yao Yao is a CFA-designated registered investment advisor at Wb Advisors Texas LLC, based in Bellaire, TX, with 4 years of industry experience. Yao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WB Advisors Texas LLC charges an annual fee of 2.00% of your portfolio, along with a 20.00% performance fee based on how much your investments increase in value. If your portfolio loses value, you won't pay the performance fee until it reaches its previous high value. These fees are negotiable.
Location
5210 Spruce Street, Bellaire, TX, 77401
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
Yao is a Director of Wan Bridge Group, a real estate company focused on single-family rental communities. This activity is not investment-related.
Employment History
Current Registrations
Wb Advisors Texas LLC
State Registrations1 state
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.