Chao Yang is a CFA-designated registered investment advisor at Conrad Capital Management, INC., based in Hauppauge, NY, with 5 years of industry experience. Chao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 132 clients with $91M 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 $1000K | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fixed income portfolios have a separate schedule starting at 0.65% for $250K-$999K, 0.50% for $1M-$4.99M, 0.40% for $5M-$9.99M, and negotiable for $10M+. Concierge services add 0.10% to 0.25%. Fees are negotiable.
Fee Estimator
Location
1300 Veterans Memorial Hwy, Suite 230, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Conrad Capital Management, INC.
State Registrations1 state
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Exams
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