Robert Young Advisory offers investment advice to individuals and families. The firm starts by understanding your needs and goals, then discusses what can be realistically achieved based on your resources and risk tolerance. Robert Young Advisory monitors your portfolio's performance and adjusts it as your needs change. The firm manages accounts on a discretionary basis.
Assets Under Management$1.4M
Clients18
Advisors1
Avg. per Client$79K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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