Sharon Yu is a registered investment advisor at Yongchang Company INC, based in Duluth, GA, with 7 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 66 clients with $7.6M 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 $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
2645 N Berkeley Lake Road Nw, A205, Duluth, GA, 30096-0000
Get directionsHistory
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
Sharon is an agent with HD Vest Insurance Agency, LLC since 2018 and may sell various annuity and insurance products. She also owns Global Financial Center Inc, where she manages business operations and prepares tax returns, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Yongchang Company INC
Previous Registrations
Avantax Advisory Services
Hd Vest Investment ServicesBroker
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.