Yat Wong is a registered investment advisor at Running Oak Capital LLC, based in Edina, MN, with 3 years of industry experience. Yat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,035 clients with $870M 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 | 1.00% |
Fees are negotiable and discounted fees are offered to institutional investors and investment advisory firms.
Fee Estimator
Location
4519 W 56th St, Edina, MN, 55424
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Yat works as an interpreter for Radio Free Asia and as a brand ambassador for ITA Promotions. These activities take about a quarter of Yat's time each.
Employment History
Current Registrations
Running Oak Capital LLC
State Registrations1 state
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