Yuengling Asset Management offers investment advice to individuals, trusts, estates, charitable organizations, and corporations. Yuengling's services include consultations, strategy execution, account monitoring, performance calculation, and reports. Account supervision is based on client objectives, risk tolerance, and market risk. Yuengling is not actively seeking new clients.
Assets Under Management$18M
Clients15
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.60% |
| $750K - $1.0M | 0.40% |
| $1M+ | 0.30% |
Fees may be negotiable in certain circumstances. Total annual fee will never exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...