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Clarence Yee

55 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
901 clients
Average Client Portfolio
$685K average
Assets Under Management
$616.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable.

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

12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583

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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.

Learn about disclosures →
Employment History
Current Registrations
American Investors CO
July 1997 - Present · 28 yrs 7 mos
American Investors CompanyBroker
August 1972 - Present · 53 yrs 6 mos
Previous Registrations
Goodwin & Company, INC.Broker
October 1971 - September 1972 · 11 mos
Westamerica Financial CorporationBroker
March 1970 - December 1971 · 1 yr 9 mos
State Registrations18 states
ARAZCACOFLGAHIIDKSMANMNVOHORSDTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.