Celeste Yu is a CFP-designated registered investment advisor at Two Firs Financial, based in Seattle, WA, with 11 years of industry experience. Celeste 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 4 more. Their firm serves 20 clients with $19M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are generally not negotiable, but Two Firs Financial reserves the right to negotiate fees based on factors such as future asset growth potential and householding of family accounts. They may also waive investment management fees for a certain number of initial consecutive quarters if clients sign a separate financial planning agreement.
Fee Estimator
Contact
Celeste Yu
Location
Seattle, WA
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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.
Learn about disclosures →Other Business Activities
Celeste is a member of Thirty9 Twenty9 LLC, a real estate rental business, and spends a few hours per month managing the rental. Although Celeste is a licensed insurance agent, she currently does not sell insurance products.
Employment History
Current Registrations
Two Firs Financial
Previous Registrations
Hd Vest Investment ServicesBroker
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