Bao Ly is a registered investment advisor at Opal Advisors, based in Bellevue, WA, with 4 years of industry experience. Bao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 228 clients with $120M 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable and may be lower based on factors such as client type, account size, and anticipated increases in assets. Clients will not be charged a total management fee over 2%.
Fee Estimator
Location
3150 Richards Road, Suite 240, Bellevue, WA, 98005
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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 ActivitiesSells Insurance
Bao is the COO of Bellevue Funding, making real estate loans, dedicating about 10-20% of his time to this role. Bao is also a licensed real estate broker and a licensed insurance agent, but plans to dedicate minimal time to real estate. Selling insurance products may create a conflict of interest.
Employment History
Current Registrations
Opal Advisors
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.