Zhaokun Yang is a CFA-designated registered investment advisor at Plutus Wealth Management, based in Burlington, CA, with 8 years of industry experience. Zhaokun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 24 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Qualified clients also pay a performance-based fee of 10% of capital appreciation.
Fee Estimator
Location
851 Burlway Rd #523, Burlington, CA, 94010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zhaokun works as a financial analyst for Wellspring Consulting, performing financial research and portfolio analysis, dedicating about a quarter of his time. Zhaokun also co-owns and manages Chinese restaurants through FW Group, LLC, spending about a quarter of his time on day-to-day operations and bookkeeping.
Employment History
Current Registrations
Plutus Wealth Management
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations1 state
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