Soo Yu is a registered investment advisor at Dominari Securities LLC, based in Palm Beach Gardens, FL, with 8 years of industry experience. Soo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 235 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.50% |
| $75M+ | 0.45% |
Fees may be negotiable. A separate fee of 1.25% may be charged on assets held away. An annual administrative fee of up to 0.07% is also charged to cover custodial fees.
Fee Estimator
Location
3835 PGA Boulevard, Suite 103, Palm Beach Gardens, FL, 33410
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Regulatory History
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 →Other Business Activities
Soo is a member of Renaissance International Trading Company, LLC, Centurion Real Estate Group, LLC, DongAM, LLC, KStudio International LLC, and Dominari Holdings Inc., dedicating minimal time to each. DongAM, LLC and Dominari Holdings Inc. are investment related, while the others are not.
Employment History
Current Registrations
Dominari Securities LLC
Dominari Securities LLCBroker
Previous Registrations
Revere Securities LLCBroker
State Registrations51 states
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