Denethia Yebernetsky
Denethia Yebernetsky is a registered investment advisor at Strategic Advisers LLC, based in Fredericksburg, TX, with 32 years of industry experience. Denethia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Fredericksburg, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Denethia is a partner with Lifewave, a multi-level marketing company, offering products to friends and family to improve their health. This activity takes about 10-20% of Denethia's time and is not investment-related.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
VALIC Financial Advisors, INC.
Aig Capital Services, INC.Broker
VALIC Financial Advisors, INC.Broker
Amreit Securities CompanyBroker
Charles Schwab & CO., INC.Broker
Bank United Securities CORP.Broker
A I M Distributors, INC.Broker
Lehman Brothers INC.Broker
First Montauk Securities CORP.Broker
State Registrations52 states
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