Yukon Wealth Management is a registered investment advisor based in Overland Park, Kansas, operating since 1993. The firm primarily offers advisory services through its Manager of Managers Program, where it helps clients establish asset allocation strategies and selects appropriate third-party registered investment advisors to manage client portfolios. Yukon Wealth Management continuously monitors the performance of these outside managers and holds the authority to hire and fire them. In addition to investment oversight, the firm provides comprehensive financial planning, covering personal records, tax and cash flow analysis, investments, insurance, retirement, death and disability, and estate planning. Yukon Wealth Management also offers pension consulting services for retirement plans. The firm works with individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are billed quarterly in advance or in arrears. Financial planning fees may be reduced or waived if a client engages Yukon Wealth Management for portfolio management services.