Lenoris Yarborough,
Lenoris Yarborough, is a registered investment advisor at Yarborough Asset Management Strategies, based in Raleigh, NC, with 12 years of industry experience. Lenoris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 6 clients with $410K 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Raleigh, NC
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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
Lenoris volunteers as a board member for three 501(c)(3) nonprofit entities: the Raleigh/Durham Chapter of the National Black MBA Association (since Jan 2018, about 10 hours/month), North Carolina Arts in Action (since March 2014, about 5 hours/month), and another organization offering high school diplomas to marginalized students (since Sept 2015, about 2 hours/month). These activities are not investment-related.
Employment History
Current Registrations
Yarborough Asset Management Strategies
Previous Registrations
Morgan Stanley
Yams, LLC
UBS Financial Services INC.
State Registrations1 state
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