Ye Shin is a registered investment advisor at Next Level Accounting, LLC, based in Bessemer, AL, with 3 years of industry experience. Ye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Total annual fees will not exceed 2.00% of the client’s assets under management. Clients with assets below the $150,000 minimum may pay a higher percentage rate.
Fee Estimator
Location
Bessemer, AL
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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
Next Level Accounting, LLC
State Registrations1 state
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