Young Capital Management provides investment advice, securities, and financial services. They offer portfolio management to individuals, high net worth individuals, corporate pension and profit-sharing plans, and small businesses. Young Capital focuses on building and preserving wealth through smart investment opportunities and client education. They manage assets on both a discretionary and non-discretionary basis.
Assets Under Management$70M
Clients66
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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