Spencer Yackee
Spencer Yackee is a registered investment advisor at Yackee Potempa & Smalley Asset Management, based in Fort Wayne, IN, with 1 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $460K 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.90% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Portfolio management fees are negotiable.
Fee Estimator
Location
116 E Berry St, Suite 1120, Fort Wayne, IN, 46802
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2025Judgment / Lien
July 2024Other Business Activities
Spencer is a Registered Investment Adviser Representative and Solar Project Developer at Entrust Capital Management since May 2023. This role involves renewable energy investments and project management, taking nearly full-time.
Employment History
Current Registrations
Yackee Potempa & Smalley Asset Management
Previous Registrations
Yackee Potempa & Smalley Asset Management
Entrust Capital Management, LLC
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.