Sunny Yang
Sunny Yang is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Mercer Island, WA, with 4 years of industry experience. Sunny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
7525 SE 24th Street, Suite 110, Mercer Island, WA, 98040
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
Sunny owns Aegies Property LLC for investment and management of property, dedicating minimal time. Sunny also works as an insurance broker and operates under the DBA name of Radiant Wealth Strategies LLC to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.
Exams
More Advisors
- Peter Watson, CFP, ChFCLPL Enterprise, LLC
- Walter Brown, CFP, ChFCLPL Enterprise, LLC
- Benjamin BearLPL Enterprise, LLC
- Matthew CourLPL Enterprise, LLC
- Bon Koo, ChFCLPL Enterprise, LLC
- Rachel Jennison, CFPPaysse Jennison Financial Advisors, Paysse Jennison