David Young is a CFA-designated registered investment advisor at Ambrosia Herb Tea, LLC, based in Corona, CA, with 9 years of industry experience. David 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 10 clients with $1.3M 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 | 2.00% |
Firm offers two fee structures: 3% annual management fee without performance fees, or 2% annual management fee plus a 20% performance fee for qualified clients.
Fee Estimator
Location
Corona, CA
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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.
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David works full-time at Sunrider International.
Employment History
Current Registrations
Ambrosia Herb Tea, LLC
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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