Rianka Dorsainvil is a CFP-designated registered investment advisor at Ygc Wealth, based in Upper Marlboro, MD, with 11 years of industry experience. Rianka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30 clients with $11M 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 $400K | Included |
| $400K+ | 0.75% |
Investment management is included with Comprehensive Financial Planning and Strategic Business Financial Planning Services at no additional cost for assets under management up to $400,000. A fee of 0.75% will be assessed on assets under management above $400,000. Investment management is not a standalone service.
Fee Estimator
Location
Upper Marlboro, MD
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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.
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Rianka is the Chief Executive Officer of Rianka R. Dorsainvil Consulting, LLC, providing speaking and marketing consulting services since 2018. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Ygc Wealth
Previous Registrations
2050 Wealth Partners LLC
Your Greatest Contribution
Financial Services Advisory
The Family Firm, INC.
State Registrations3 states
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