You Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
You Investment Management LLC provides portfolio management and investment consulting to individuals (including non‑high‑net‑worth individuals), high‑net‑worth individuals, and businesses, with services tailored to each client's stated restrictions and objectives. The firm’s filing indicates it is an initial brochure and that it currently does not manage client assets.
Its investment advice is focused on liquid, publicly traded securities—principally ETFs and individual equities—and it combines fundamental, technical, and cyclical analysis to guide long‑term positioning with tactical adjustments as market conditions warrant. The firm offers both discretionary and non‑discretionary portfolio management for individual clients and may concentrate exposure to sector themes such as technology and energy.
The brochure discloses an uncommon mix of fee arrangements—asset‑based, fixed, and hourly fee options—which is atypical for advisers of this registration profile, and describes procedures for deducting fees from client accounts with concurrent invoicing safeguards. The firm also notes that it does not act as a private fund adviser and emphasizes sector and cycle‑based strategies as features that differentiate its approach from many peers.
Client services
Expertise
Fee options
Typically ranges from $1,000 to $5,000 depending on engagement scope and nature
1.0% to 2.0% annually
Typically $300 per hour, depending on service complexity
Main office
San Gabriel CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
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