Yu Li is a registered investment advisor at Madison Partners, based in Lacey, WA, with 11 years of industry experience. Yu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
40 advisors
Number of Clients
2,077 clients
Average Client Portfolio
$627K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum advisory fee is 1.25% and is negotiable. Total fees may include an additional sub-advisor or model manager fee if a sub-advisor platform is utilized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Lacey, WA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2026Employment History
Current Registrations
Madison Partners
March 2026 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2024 - March 2026 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2024 - March 2026 · 2 yrs 1 mo
Sovereign Global Advisors LLCBroker
January 2020 - February 2024 · 4 yrs 1 mo
Primary Asset Management, LLC
September 2017 - December 2019 · 2 yrs 3 mos
Primary Capital, LLCBroker
May 2017 - December 2019 · 2 yrs 7 mos
Primary Capital, LLCBroker
May 2014 - February 2016 · 1 yr 9 mos
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.
More Advisors
- Brett Boyer, CFPCommonwealth Financial Network
- Zale Crawford, CFP, ChFCCommonwealth Financial Network
- Karley Schluter, CFP, ChFCEdward Jones
- Kurt Chase, CFP
- Alexander Williams, CFPLPL Financial LLC
- Nancy Lapointe, CFP, ChFCCommonwealth Financial Network