Lingyun Yang is a registered investment advisor at Rhp Wealth Management, based in Houston, TX. Lingyun 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 211 clients with $340M 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 $7.5M | 1.00% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.60% |
RHP may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. If held-away assets are managed through the Pontera platform, there is an additional 1% fee.
Fee Estimator
Location
12000 Aerospace Avenue, Suite 420, Houston, TX, 77034
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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
Lingyun is the secretary of Pawfessor Inc. since August 2024, dedicating minimal time to this role.
Employment History
Current Registrations
Rhp Wealth Management
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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