Young Financial & Insurance Services offers financial planning and investment management. Services include determining financial objectives, identifying problems, cash flow management, retirement planning, tax planning, insurance review, education funding, and estate planning. Young Financial & Insurance Services also sells annuities, stocks, bonds, mutual funds, insurance, and other commissioned products. The client makes the final decision on investment selection.
Assets Under Management$9.6M
Clients28
Advisors1
Avg. per Client$340K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $499K | 1.25% |
| $499K - $1000K | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2 million. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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