Scott Yanker

The Yanker Group offers several investment management programs with fees based on the amount you invest. The fees are negotiable and depend on the specific program you choose:

• MWP / OMP:

  • 1.10% annually on amounts from $10,000 to $499,999
  • 1.00% annually on amounts from $500,000 to $1,000,000
  • 0.85% annually on amounts from $1,000,000 to $5,000,000
  • 0.65% annually on amounts from $5,000,000 to $10,000,000
  • 0.50% annually on amounts over $10,000,000

• SWM I / SWM II: Same as MWP / OMP

• Manager Select:

  • 1.94% annually on amounts from $10,000 to $499,999
  • 1.81% annually on amounts from $500,000 to $1,000,000
  • 1.62% annually on amounts from $1,000,000 to $5,000,000
  • 1.21% annually on amounts from $5,000,000 to $10,000,000
  • 1.04% annually on amounts over $10,000,000

These fees cover quarterly performance reports, monthly newsletters, insurance analysis, financial planning, portfolio analysis, retirement planning, education planning, estate planning, tax planning, and client reviews.