Yeisley Wealth Solutions offers financial planning and asset management services. Financial planning covers topics like retirement, insurance, tax, and education planning. For asset management, Yeisley Wealth Solutions uses AE Wealth Management, a third-party platform, to access model portfolios and managers. Clients give Yeisley Wealth Solutions and AE Wealth Management the authority to select investment managers. Yeisley Wealth Solutions also manages some client accounts with its own strategies.
Assets Under Management$75M
Clients434
Advisors1
Avg. per Client$170K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $499K | 1.25% |
| $499K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M+ | 0.50% |
Fees are negotiable for accounts over $3,500,000. AE Wealth Management charges an additional 0.30% platform fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...