Yucheng Yang is a registered investment advisor at Syntheticfi LLC, based in San Francisco, CA, with 2 years of industry experience. Yucheng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 624 clients with $990M 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 | 2.00% |
Fees vary between 0% and 2.00% depending on the portfolio size, service type, and complexity. Fees are negotiable on a per-client basis.
Fee Estimator
Location
156 2nd St, Suite 610, San Francisco, CA, 94105
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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
Yucheng is the CEO of Cyclone Technologies, Inc., dedicating about half of his time to this role, and managing member of Converge Fashion, LLC, spending minimal time. Neither activity is investment-related.
Employment History
Current Registrations
Syntheticfi LLC
State Registrations2 states
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
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