Yunistone Investment Group offers investment advice and manages portfolios for high net worth individuals and institutions. They create long-term investment plans based on your goals, timeline, and risk tolerance. Yunistone monitors portfolios and recommends rebalancing to help maximize returns and manage risk. They use third-party money managers, mutual funds, and exchange-traded funds to implement investment strategies.
Assets Under Management$120M
Clients14
Advisors1
Avg. per Client$8.5M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.10% |
| $100M+ | 0.10% |
Fees are negotiable for accounts over $100,000,001. May charge a minimum annual fee for small accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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