Yannik Mahlangu is a registered investment advisor at Zulu Dreams Capital LLC, based in Union City, NJ, with 8 years of industry experience. Yannik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Union City, NJ
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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.
Learn about disclosures →Other Business Activities
Yannik is a tennis coach at Mountainside Racquet Club since May 2024. He spends minimal time during trading hours and about 10-20% of his time outside trading hours coaching tennis.
Employment History
Current Registrations
Zulu Dreams Capital LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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.