Yehoshua Sternbach is a ChFC-designated registered investment advisor at Yields for You, LLC, based in Melville, NY, with 9 years of industry experience. Yehoshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fee for investment management services typically ranges from 0.20% to 2.5% of the value of your portfolio, depending on the amount you invest and the services you need. Fees are negotiable and may be waived or modified at YFY's discretion. Fees are paid monthly, in arrears. If YFY uses an outside manager, the outside manager will deduct their fee and YFY's fee from your account and remit YFY's fee.
Location
445 Broad Hollow Road, #25, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yehoshua is the owner of Baily Management, LLC, working as a sub-contracted CTO for advisory platforms, dedicating about a quarter of his time. He is also the President of Yields for You Fund Management Inc, providing marketing, consulting, and event services, spending a few hours per week, and a portfolio manager for Teucrium Investment Advisors, dedicating a few hours per week.
Employment History
Current Registrations
Yields for You, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Precision Capital Management
State Registrations1 state
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