Mark Mcgraw is a registered investment advisor at Yankee Advisers, LLC, based in Wayland, MA, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yankee Advisers manages investments for two funds, YMM and Clipper.
For YMM, the management fee is 1.2% per year, deducted quarterly. There's also an incentive fee of 10% of new profits, subject to a high-water mark, charged quarterly.
For Clipper, the management fee is 6.0% per year, deducted monthly. There's also an incentive fee of 30% of new profits, subject to a high-water mark, charged monthly. The Clipper fee schedule may decrease with scale at Yankee's discretion.
Location
Wayland, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Yankee Advisers, LLC
State Registrations1 state
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