Yi Sun is a registered investment advisor at Evergreen Investment Management LLC, based in Clyde Hill, WA, with 1 years of industry experience. Yi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $1.4M 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% |
The firm charges a 1.00% annual management fee plus a performance-based fee of 20% on net profits exceeding a 10% annual return threshold.
Fee Estimator
Location
Clyde Hill, WA
Get directionsHistory
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 →Employment History
Current Registrations
Evergreen Investment Management LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.
Exams
More Advisors
- Jonathan Barwick, ChFCBarwick & Partners, INC.
- Kathryn Henningsen, CFPOsaic Wealth, INC.
- Riley Poppy, CFPMillennial Wealth