Lemley Yarling Management Co. provides investment advice and manages money for clients. The firm invests in stocks, exchange-traded funds, and U.S. Treasury bonds, bills, and notes. Lemley Yarling attempts to time the markets and finds good quality stocks. The firm takes a risk avoidance approach to investing rather than trying to "beat the market." Lemley Yarling is not currently accepting new clients.
Assets Under Management$14M
Clients15
Advisors1
Avg. per Client$930K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm also charges brokerage commissions of $7.50 per transaction, plus 2 cents per share, or less. Alternative fee arrangements may be negotiated with respect to certain accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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