Yen-Chun (michael) is a registered investment advisor at Tkc Wealth Management LLC, based in Dallas, TX, with 1 years of industry experience. Yen-Chun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 147 clients with $120M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule above applies to assets held at Charles Schwab & Co., Inc. For assets not held at Charles Schwab & Co., Inc., a flat 1.00% fee applies to all asset levels. Fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
12900 Preston Road, Suite 700, Dallas, TX, 75230
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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 →Employment History
Current Registrations
Tkc Wealth Management LLC
Landolt Securities, INC.Broker
State Registrations2 states
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