A complete list of active advisors currently associated with You Investment Management LLC

Warmer can help you find a great advisor at You Investment Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at You Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Feiyu You profile photo Feiyu You
San Gabriel, CA
0
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