David Young is a CFA-designated registered investment advisor at Ambrosia Herb Tea, LLC, based in Corona, CA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.6M 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% |
Management fee is 3% per year without a performance fee, or 2% per year with a performance fee (20% of gains above the previous fiscal quarter close). Clients may negotiate which fee structure they prefer.
Fee Estimator
Location
Corona, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works full-time at Sunrider International.
Employment History
Current Registrations
Ambrosia Herb Tea, LLC
State Registrations1 state
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