Yale Capital Corp. offers investment advice and manages assets for high-net-worth families. The firm invests in exchange-traded securities and bonds, with a focus on tax-advantaged holdings like master limited partnerships. Investment strategies are tailored to each client's goals and risk tolerance. Yale Capital Corp. also provides financial planning services.
Assets Under Management$4B
Clients112
Advisors5
Avg. per Client$36M
Avg. per Advisor$810M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Yale Capital Corp. charges a percentage of the value of your portfolio. The exact percentage is negotiable and depends on the amount of work and attention needed to manage your account. The fee ranges from 0% to 1.5% per year.
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