Yerassyl Sundetbayev
Yerassyl Sundetbayev is a CFP-designated registered investment advisor at Willis Johnson & Associates, INC., based in Houston, TX, with 5 years of industry experience. Yerassyl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 516 clients with $1.4B 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 $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable based on complexity, specific situations and outside circumstances. Clients that engaged the Firm prior to May 2022 may still be on the prior fee schedule and can refer to their advisor agreement for current fee schedule.
Fee Estimator
Location
5847 San Felipe, Suite 1500, Houston, TX, 77057
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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
Yerassyl is an enlisted member of the US Army Reserve, holding the rank of E4 since September 2023. He dedicates a few hours per week to military training and scheduled drills, outside of security trading hours.
Employment History
Current Registrations
Willis Johnson & Associates, INC.
Previous Registrations
Ernst & Young Investment Advisers LLP
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations1 state
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