Henry Yin is a registered investment advisor at Long Faith Capital LLC, based in Alpharetta, GA, with 4 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 15 clients with $3.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Long Faith Capital charges a percentage of your portfolio each year. The rate depends on whether your account can invest in individual stocks. The fee is calculated on the last business day of the prior billing period.
For accounts that CANNOT invest in individual stocks:
- $0 - $50,000: 0.90% per year
- $50,001 - $100,000: 0.75% per year
- $100,001 - $150,000: 0.60% per year
- $150,001 - $500,000: 0.50% per year
- $500,001 and up: 0.45% per year
For accounts that CAN invest in individual stocks:
- $0 - $50,000: 1.20% per year
- $50,001 - $100,000: 1.00% per year
- $100,001 - $150,000: 0.90% per year
- $150,001 - $500,000: 0.80% per year
- $500,001 and up: 0.70% per year
Long Faith Capital also offers performance-based fees for clients with over $1 million managed or $2 million net worth. This fee is 30% of net income exceeding a 5% hurdle rate, plus a management fee of $300 plus 0.15% of the account balance per year.
Location
Alpharetta, GA
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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
Henry works as a Senior Data Analyst at CareSource, Inc., a health insurance company, analyzing patient claims data for quality improvement. He does not hold an insurance license and does not sell insurance products.
Employment History
Current Registrations
Long Faith Capital LLC
Previous Registrations
Long Faith Capital LLC
State Registrations1 state
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.