Yegen Financial Group, LTD is a registered investment advisor offering consulting services, retirement plan services for businesses, and investment management through non-wrap and wrap programs. Consulting addresses individual financial needs. Plan sponsor services help businesses manage retirement plans. Non-wrap programs involve direct investment management, while wrap programs bundle advisory and brokerage services. Clients provide their investment goals and risk tolerance, and Yegen Financial tailors its services accordingly.
Assets Under Management$1.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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