Richard C. Young & Co., Ltd. manages investment portfolios for individuals and small businesses. The firm offers six different investment programs tailored to various goals, ranging from conservative income generation to growth-focused equity strategies. Clients work with Richard C. Young & Co., Ltd. to select a program that matches their goals, time horizon, and comfort with risk, and the firm handles all day-to-day trading and portfolio supervision without needing to ask permission for every transaction. In addition to managing portfolios, the firm monitors accounts continuously and provides quarterly reports, though it does not provide comprehensive standalone financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees are negotiable on a client-by-client basis. Minimum portfolio size is $500,000, which is also negotiable.