Y H & C Investments, led by Yale Bock, manages investment portfolios for individuals and small businesses. Y H & C creates an investment policy statement for each client to guide investment decisions. The firm focuses on common stocks and offers services like strategic and tactical asset allocation, portfolio analysis, and risk management. Fees are based on the amount of capital invested and are negotiable.
Assets Under Management$28M
Clients29
Advisors1
Avg. per Client$960K
Avg. per Advisor$28M
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Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable depending on client tenure and relationship with Yale Bock. Fees will not exceed 3% of total assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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