Rianka Dorsainvil is a CFP-designated registered investment advisor at Ygc Wealth, based in Upper Marlboro, MD, with 11 years of industry experience. Rianka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 37 clients with $15M 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 $200K | Included |
| $200K+ | 0.90% |
Investment management requires an ongoing planning engagement. Management is included at no additional fee for assets up to $200,000, and the 0.90% fee applies only to assets exceeding $200,000.
Fee Estimator
Location
Upper Marlboro, MD
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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.
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Rianka is the Chief Executive Officer of Rianka R. Dorsainvil Consulting, LLC, providing speaking and marketing consulting services since 2018. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Ygc Wealth
Previous Registrations
2050 Wealth Partners LLC
Your Greatest Contribution
Financial Services Advisory
The Family Firm, INC.
State Registrations3 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.
Exams
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