Yield Financial Advisors (YFA) offers active portfolio management using model portfolios tailored to a client's risk tolerance. YFA also provides comprehensive financial planning services for a separate fee, addressing investments, risk management, taxes, cash flow, debt management, and estate analysis. YFA may also hold seminars or workshops on investment and financial planning strategies for a fee.
Assets Under Management$19M
Clients44
Advisors1
Avg. per Client$430K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$6.7K
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.80% |
| $3.5M+ | 0.50% |
The above fees are for advisory services and include flat rate brokerage transaction fees of 20 basis points per annum (0.0020) as charged by GSFolio. Pontera’s charges a fee of 30 basis points per annum (0.0030) for accounts that uses their management platform. For Donor Advised Funds with a minimum of $250,000, the fee is 1.20%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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