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Donghai Yin

10 Years of Experience
Foster City, CA

Donghai Yin is a registered investment advisor at Stanford Pacific Fund Management, LLC, based in Foster City, CA, with 10 years of industry experience. Donghai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$17.2M average
Assets Under Management
$17.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

In addition to the management fee, SPFM receives a performance allocation equal to 12% of net profits.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Foster City, CA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Stanford Pacific Fund Management, LLC
May 2015 - Present · 11 yrs
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.