Yongchang Company Inc. is a wealth management firm providing retirement planning and portfolio management services. They offer customized tax-smart retirement solutions tailored to meet clients’ financial goals. Their services include portfolio construction, asset allocation, investment selection, and performance monitoring, utilizing equities, mutual funds, fixed income securities, and exchange-traded funds.
Assets Under Management$7.6M
Clients66
Advisors1
Avg. per Client$120K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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