Bangjie Yang is a registered investment advisor at Secure Asset Management, L.L.C., based in Kirkland, WA, with 1 years of industry experience. Bangjie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
Firm Size
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Average Client Portfolio
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Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
10510 Northup Way, Suite 150, Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bangjie owns rental property and works as an employee in commercial real estate full-time. Bangjie also serves as a Human Intelligence Collector in the Army National Guard, dedicating about 10-20% of his time.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Aurora Securities
Aurora SecuritiesBroker
State Registrations1 state
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