Yisha Wang
Yisha Wang is a CFP-designated registered investment advisor at Taurus Financial, based in Jersey City, NJ, with 8 years of industry experience. Yisha 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 87 clients with $110M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
1 Evertrust Plaza, Suite 305, Jersey City, NJ, 07302
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
Yisha is involved in several business activities, including real estate rental, tax preparation/accounting services through Clearbrook Advisory Inc and Taurus Solution Inc, and non-variable insurance sales. Yisha also operates under the DBA Taurus Financial for LPL business and dedicates nearly full-time hours to it.
Employment History
Current Registrations
Taurus Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations28 states
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.