YCG manages stock portfolios using its own research. They invest in equity securities they believe will produce high returns. For some accounts, they may write put options and covered call options to generate income and tax-efficiently enter and exit positions. YCG tailors its services to each client's needs, using a risk profile questionnaire to understand their financial goals and risk tolerance. They do not offer financial planning services or participate in wrap fee programs.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee schedule is for SMA Clients (Concentrated Strategy). Institutional clients have a different fee schedule. Fees may be negotiable.