Yi Zeng is a CFA-designated registered investment advisor at Investamily, LLC, based in Oak Park, CA, with 8 years of industry experience. Yi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7 clients with $2.3M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Oak Park, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yi is an independent insurance agent selling health insurance through Covered California since 2016, a real estate broker managing a self-owned condo since 2012, and the CFO of New Dream Services Inc. since 2013. These activities take minimal time, minimal time, and about 10-20% of Yi's time, respectively.
Employment History
Current Registrations
Investamily, LLC
State Registrations2 states
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