Yardley Wealth Management, LLC is a registered investment advisor based in Yardley, Pennsylvania, offering discretionary portfolio management services since 2006. Yardley Wealth Management primarily utilizes mutual funds and exchange-traded funds, constructing tailored portfolios based on clients' individual needs, objectives, risk tolerance, and time horizons using Modern Portfolio Theory. While the firm no longer offers standalone financial planning services to new clients, it maintains legacy planning relationships and focuses heavily on continuous portfolio monitoring and re-optimization. The firm manages assets on a discretionary basis, meaning it has the authority to buy and sell securities on your behalf without prior approval for each individual trade, subject to any written guidelines you provide.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Existing clients may have contracted under a previous fee schedule. Household accounts may be combined for breakpoint discounts.