Young Investment Advisors provides investment consulting services to help clients with financial, estate planning, and retirement needs. They gather financial information from clients to provide advice tailored to their situation. Clients can engage Young on an annual basis for ongoing financial advice. Fees are negotiable and vary based on the complexity of the client's situation and the services requested.
Fee Structure
Clients can contract with Young Investment Advisors on an annual basis for ongoing financial advice and guidance. The annual retainer fee ranges from $300 to $1,500 per year, billed in quarterly installments. The fee varies depending on the complexity of the client's situation, the number of meetings, the amount of research required, and the number of financial and investment advisory issues the client may have.
Young Investment Advisors offers advisory services on a fixed fee and hourly fee basis.
- Fixed fee: $100 to $450, payable one-half upfront and the balance upon presentation of a written recommendation.
- Hourly fee: $100 to $200 per hour, payable as invoiced.