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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin shihao? Claim Your ProfileKevin shihao Yu is an Investment Advisor Representative with Arrowroot Family Office, LLC in MARINA DEL REY, CA. Kevin shihao Yu has been working in the securities industry since 2010. Kevin shihao Yu has passed the Uniform Investment Adviser Law Examination. Kevin shihao Yu is registered to provide investment advice in California. Kevin shihao Yu works with high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/11/2020 - Present
Arrowroot Family Office, LLC (MARINA DEL REY CA)
IA
Issued 11/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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