Elisheva Defeo is a registered investment advisor at Yhb Investment Advisors INC, based in West Hartford, CT, with 18 years of industry experience. Elisheva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,123 clients with $2B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Schedule is for equity and balanced accounts. Fixed income only accounts have a different schedule: First $1,000,000: 0.75%, Next $2,000,000: 0.50%, Thereafter: 0.25%. When accounts are related by family or close association, YHB may aggregate several accounts to achieve more favorable breakpoints in the fee schedule. A negotiated fee rate may apply in certain cases considering account size, composition, complexity or other factors.
Fee Estimator
Location
29 South Main Street, Suite 306, West Hartford, CT, 06107
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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 →Employment History
Current Registrations
Yhb Investment Advisors INC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations2 states
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