Yukon Wealth Management offers investment management through a Manager of Managers program, where they select other registered investment advisors to manage client portfolios based on individual needs. They also provide pension consulting services and financial planning, covering areas like personal finance, taxes, investments, insurance, retirement, and estate planning. Implementation of financial plan recommendations is at the client's discretion.
Assets Under Management$470M
Clients91
Advisors2
Avg. per Client$5.1M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum account size is $500,000, subject to change. Exceptions are made under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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