Banqi Yang is a CFA, CFP-designated registered investment advisor at Creative Planning, based in Irvine, CA, with 13 years of industry experience. Banqi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
1 Park Plaza, Suite 700, Irvine, CA, 92614
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
Banqi is a landlord for a rental property since 2015. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Goldman Sachs & CO. LLCBroker
The Ayco Company, L.P.
Mercer Allied Company, L.P.Broker
Morgan Stanley
Morgan StanleyBroker
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.
Exams
More Advisors
- James Meussner, CFPCreative Planning
- Jason Chuang, CFPCreative Planning
- Gina Seid, CFPCreative Planning
- Andrew Fuller, CFPCreative Planning
- Steve Kuan, CFPCreative Planning
- Michael Nemzek, CFPCreative Planning