Yahara Wealth Management offers financial planning and investment advisory services. They help clients with financial goals, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Yahara Wealth Management typically uses low-cost, passively managed mutual funds and exchange-traded funds (ETFs). They also provide advice on employer-sponsored retirement plans. Yahara Wealth Management is a fee-only firm, meaning they don't accept commissions.
Assets Under Management$110M
Clients62
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees for Investment Advisory Services are generally not negotiable; however, Yahara Wealth Management reserves the right, in its sole discretion, to waive or reduce fees in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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