Yacktman Asset Management specializes in equity strategies, managing investments for various clients on a discretionary basis. They invest in domestic and foreign equities, fixed income securities, and options, using fundamental analysis. Yacktman customizes strategies based on client objectives and restrictions, but may decline arrangements incompatible with their investment philosophy.
Assets Under Management$13B
Clients797
Advisors4
Avg. per Client$17M
Avg. per Advisor$3.3B
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees above $100 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...