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YU FINANCIAL ADVICE, LLC
YU Financial Advice is an education-focused fiduciary and flat-fee advisory service that empowers individuals and small business owners. It provides...
Overview
YU Financial Advice is an education-focused fiduciary and flat-fee advisory service that empowers individuals and small business owners. It provides unbiased, practical guidance on retirement plan options and key investment decisions, with no product sales. The firm emphasizes long-term saving and investing in diversified low-cost securities and charges based on time and complexity rather than assets under management.
General information
Firm type
RIA
Principals
Misook Yu
Sector focus
Frequently asked questions
Who runs investment decisions at YU FINANCIAL ADVICE, LLC?
The firm's owner or lead advisor, whose name has not been publicly disclosed, makes investment decisions. As an RIA, it is subject to regulatory oversight requiring a designated chief compliance officer and investment committee.
What investment stages does YU FINANCIAL ADVICE, LLC typically target?
The firm does not target specific private-market stages. It focuses on liquid public securities and cash equivalents suitable for retirement planning and general wealth management.
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