DY
CFP
DY
CFP

Danny Anthony Yu

23 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
64 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$355.4M

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $9.0M0.80%
$9.0M - $15.0M0.60%
$15M+0.60%

Fees negotiable above $15,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Village Court, Suite 202, Hazlet, NJ, 07730

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hillcrest Wealth Advisors - Ny, LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Eisneramper Wealth Advisors LLC
September 2005 - December 2016 · 11 yrs 3 mos
Kpmg Investment Advisors
May 2005 - September 2005 · 4 mos
Pricewaterhousecoopers Investment Advisers LLC
June 2002 - May 2005 · 2 yrs 11 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.