Yale Capital Corp. provides investment advice and portfolio management primarily to high-net-worth families, private investment funds, and institutions. Yale Capital Corp. focuses on exchange-traded securities, bonds, and specialized holdings such as master limited partnerships, emphasizing tax-efficiency and fundamental analysis. Portfolios are tailored to each client's specific goals, risk tolerance, and tax situation, and are managed on either a discretionary or non-discretionary basis. In addition to investment management, Yale Capital Corp. offers financial planning services to help clients navigate complex financial situations, such as business sales and retirement planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and vary from 0% to 1.50% depending on the amount of work and attention involved. Clients may also choose for Yale Capital Corp. to serve as general partner for client-related limited partnerships, which can result in separate charges.