Yvonne Chan
Yvonne Chan is a registered investment advisor at RBC Private Counsel (USA) INC., based in Mississauga, Ontario, with 9 years of industry experience. Yvonne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,967 clients with $7.9B 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 | 2.75% |
Maximum portfolio management fee is 2.75% per annum. Actual rates are determined at account opening based on a schedule and may be negotiable based on account size and securities purchased. A+ and Access programs include additional sub-advisor or manager compensation ranging from 0.05% to 0.65%.
Fee Estimator
Location
4 Robert Speck Pkwy - 11th Flr Suite 1100, Mississauga, Ontario, L4Z 1S1
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2012Employment History
Current Registrations
RBC Private Counsel (USA) INC.
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
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