Yosemite Capital Management (YCM) offers customized portfolio management and financial planning services. YCM provides advice on investments, recommends independent advisors, and creates financial plans. YCM manages investments on a discretionary basis, but may provide non-discretionary management for select clients. YCM also provides advanced and traditional financial planning services, as well as personal CFO services.
Fee Structure
Yosemite Capital Management's investment management fees are based on a percentage of the assets they manage in your account. The maximum annual fee is 2.0% for balanced/equity portfolios and 1.0% for fixed income portfolios. These fees are negotiable and may be waived for family and friends of the firm. Fees are paid quarterly in advance.