Yenvy Truong is a registered investment advisor at Emergent Global Investments, based in Coral Gables, FL, with 1 years of industry experience. Yenvy 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, Retirement Planning, and 1 more. Their firm serves 53 clients with $17M 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 $50K | 1.90% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6,000,000.
Fee Estimator
Location
2020 Ponce De Leon Blvd, Ste 1101, Coral Gables, FL, 33134
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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
Yenvy is the owner of Life Science Management, LLC, involved in real estate through Truong REI, LLC and Truong Land REI, LLC, and an investor/shareholder in Upswing Health, Inc. She also volunteers at the Venture Mentoring Team and is a co-founder of Higher, Inc., a nonprofit.
Employment History
Current Registrations
Emergent Global Investments
State Registrations1 state
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