Bangjie Yang
Bangjie Yang is a registered investment advisor at Secure Asset Management, L.L.C., based in Mercier Island, WA, with 1 years of industry experience. Bangjie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 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 | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
7525 SE 24th Street, Suite 520, Mercier Island, WA, 98040
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 →Other Business Activities
Bangjie owns rental property and works as an employee in commercial real estate full-time. Bangjie also serves as a Human Intelligence Collector in the Army National Guard, dedicating about 10-20% of his time.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Aurora SecuritiesBroker
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.