Yu Zhou is a CFA-designated registered investment advisor at Zyc Investment LLC, based in Newburgh, IN, with 6 years of industry experience. Yu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ZYC Investment refers clients to third-party money managers. If you decide to open a managed account with one of these managers, ZYC Investment will be paid a portion of the investment advisory fee that the manager charges you. These fees are ongoing.
Location
Newburgh, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Zyc Investment LLC
State Registrations1 state
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