MYeCFO offers comprehensive consulting services in investments, taxes, and wealth management. For investments, they provide ongoing portfolio management based on individual client goals, creating an Investment Policy Statement to match each client's situation. They offer both discretionary and non-discretionary investment management. For taxes, MYeCFO works with tax accountants to implement cost-saving strategies. For wealth management, they help clients manage personal finance issues, leveraging a network of external advisors. They also offer general consulting engagements for specific projects.
Assets Under Management$260M
Clients187
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard minimum annual fee of $10,000, which may be waived or negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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