Jeffrey Yu is a CFP-designated registered investment advisor at Captrust, based in Indianapolis, IN, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
9100 Keystone Crossing Suite 700, Indianapolis, IN, 46240
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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
Jeffrey volunteers as treasurer and board member for Mud Creek Conservancy, a non-profit, and serves on the board for Village of Merici Inc, Lawrence Township Boys Basketball League, and Lawrence Township Education Foundation. He dedicates about a quarter of his time to the basketball league and a few hours per week to the other organizations.
Employment History
Current Registrations
Captrust
Previous Registrations
Column Capital Advisors, LLC
Avalon Wealth Advisory, INC.
Bkd Wealth Advisors, LLC
State Registrations1 state
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