Yasmeen Mock is a registered investment advisor at Kimelman & Baird, LLC, based in New York, NY, with 21 years of industry experience. Yasmeen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 249 clients with $1.5B 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable on a case-by-case basis. Fixed income and cash assets are charged a separate flat rate of 0.25% across all tiers. The firm also offers an asset-and-transaction-based program with a maximum fee of 1.25% plus trading commissions.
Fee Estimator
Location
800 Third Avenue, Suite 2300, New York, NY, 10022
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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
Yasmeen is a Finance Committee Member at Lifeway Network, providing financial oversight. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Kimelman & Baird, LLC
Kimelman & Baird, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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