Sarah Yao is a registered investment advisor at Family Legacy Advisors, LLC, based in Overland Park, KS, with 3 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 89 clients with $32M 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 | 1.40% |
Fees are negotiable.
Fee Estimator
Location
10740 Nall Ave, Suite 158, Overland Park, KS, 66211
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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
Sarah works for an estate planning law firm, handling marketing, event planning, and paralegal duties. This activity is not investment-related.
Employment History
Current Registrations
Family Legacy Advisors, LLC
State Registrations2 states
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