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Credentials
CFA®
Experience Industry experience
2 years
Location
Da;y City, CA
Edmond Yiu is a CFA® charterholder with two years of industry experience. He currently serves as an advisor at Yiu Advisors, LLC and previously worked at InvestWise, Inc. Edmond has also been an independent contractor since 2010. Yiu Advisors, LLC is an SEC-registered investment adviser providing discretionary portfolio management and standalone financial planning services for individual clients. The firm uses fundamental analysis and modern portfolio theory to guide its investment strategies, which may include trading techniques such as options, margin transactions, and short sales.
Based on Yiu Advisors, LLC
1.00% annually
Hourly fees between $25 and $200 for financial planning
Fee-only: Fixed fees between $200 and $5,000 for financial plans
Da;Y City, CA
Da;Y City CA
Advisors at this office
1
California
2 years of industry experience
Yiu Advisors, LLC
2026 - Present • 1 year
Daly City, CA
InvestWise, Inc.
2019 - 2021 • 2 years
San Mateo, CA
Independent Contractor
2010 - Present • 16 years
San Mateo, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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