Youfeng Jiang is a CFP-designated registered investment advisor at Beyond Profit and Wealth Consulting, based in Laurel, MD, with 5 years of industry experience. Youfeng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 12 clients with $5M 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 may be negotiable at the discretion of BPC.
Fee Estimator
Location
Laurel, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beyond Profit and Wealth Consulting
Previous Registrations
Kestra Advisory Services, LLC
Municap INC.
State Registrations1 state
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