Yoo Chang is a registered investment advisor at Upstart Wealth Management, LLC, based in Chicago, IL, with 1 years of industry experience. Yoo 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 2 more. Their firm serves 91 clients with $390M 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 $750K | Included |
| $750K - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
The minimum annual fee is $7,600 for clients with less than $2.5 million under management and $4,000 for clients with $2.5 million or more under management. These minimum annual fees cover financial planning and tax preparation/filing services. Certain clients have been grandfathered into legacy fee schedules. Fees are negotiable.
Fee Estimator
Location
Chicago, IL
Get directionsHistory
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
Yoo is a board member for the non-profit organization CHAAD, assisting with tax-related issues. This takes about 10-20% of Yoo's time.
Employment History
Current Registrations
Upstart Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.