Yeomans Consulting Group, operating as Your Retirement Coach, provides personalized investment and financial advice. Services include investment management, financial planning, asset allocation, and consulting for both individuals and businesses. They also offer specialized consulting to other financial advisors. They work with clients to understand their financial situation, goals, and risk tolerance to create tailored plans.
Assets Under Management$380M
Clients608
Advisors5
Avg. per Client$620K
Avg. per Advisor$75M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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