Investamily, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investamily LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm prepares an Investment Policy Statement for each client and may refer portions of client assets to third‑party advisers or private funds as part of its service offering.
The firm combines multiple methods of analysis (charting, fundamental, quantitative, modern portfolio theory and technical analysis) and employs a broad set of strategies, including long‑ and short‑term trading, margin, options, and allocations to real estate funds, private equity, hedge funds and other alternatives. Financial planning is delivered using the MoneyGuidePro platform and is provided as a complimentary or one‑time plan for portfolio management clients, with quarterly custodial reporting for ongoing accounts.
Investamily is a small, closely held adviser with a single primary management person overseeing account reviews and disclosures of $2.6 million in discretionary AUM and a very limited client base, which concentrates decision‑making and may affect resourcing compared with larger peers. The firm’s managing member also is a licensed insurance agent and a real estate broker/dealer and serves as CFO of a company servicing high‑net‑worth individuals relocating from China; the brochure discloses these outside activities and the associated potential conflicts (commissionable insurance or real estate transactions and fee‑sharing when directing clients to third‑party advisers).
Client services
Expertise
Occupation focus
Demographic focus
Fee options
1.00% annually
Negotiated hourly fee between $200 and $500
Account minimum: $100,000 (may be waived)
Main office
See officeOak Park CA
Advisors at this office
1
Offices (2)
Most active in
California · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Yi Z
CFA®
Oak Park, CA
Investamily, LLC
Yi Zeng is a CFA® charterholder with 8 years of industry experience. He is the sole advisor at Investamily, LLC and has served as Chief Financial Officer at New Dream Services Inc. since 2013. Outside of advisory work, he is an independent insurance agent for health insurance through Covered California and holds a real estate broker license in Illinois, managing his own property. Investamily, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment vehicles and employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, offering discretionary and non-discretionary management tailored to client risk profiles.
Li Y
Series 65
Irvine, CA
Investamily, LLC
Li Yu is a financial advisor at Investamily, LLC with two years of industry experience. Li holds a Series 65 designation and previously worked for Guangdong MCD Consultants Co. Ltd for ten years. Outside of advisory work, Li is involved with New Dream Services Inc. Investamily, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment strategies under written risk-tolerance guidelines and offers specialized services including cross-border relocation support and access to third-party advisers.
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