Yiu Advisors is a registered investment advisor based in Daly City, California, founded by Edmond Yiu in 2026. The firm provides ongoing portfolio management and standalone financial planning services to individuals. Yiu Advisors creates a personalized Investment Policy Statement for each client, considering their specific financial goals, time horizon, and risk tolerance. Portfolio management services include asset allocation, security selection, and regular monitoring, with the authority to make trades without asking first. The firm primarily recommends equities, mutual funds, exchange-traded funds, fixed income securities, real estate funds, and insurance products including annuities. Additionally, Yiu Advisors offers financial planning covering areas such as retirement, taxes, insurance, debt, and college savings. The firm does not have any account minimums for its services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.