Andreas Yanik is a registered investment advisor at Create My Wealth LLC, based in Winnetka, CA, with 10 years of industry experience. Andreas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 11 clients with $930K 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.70% |
Fees are generally negotiable. CMW also offers performance-based fees to qualified clients: 2.00% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Location
Winnetka, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2015Other Business Activities
Andreas owns rental property in Las Vegas since 2018, dedicating a few hours per week to this activity. Andreas is also a mortgage broker.
Employment History
Current Registrations
Create My Wealth LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Mutual of Omaha Investor Services, INC.Broker
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.