Yes Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, and retirement plans. They create customized investment solutions based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds and low-cost mutual funds. They also offer financial planning services as part of their investment management, covering areas like retirement, savings, and education. Yes Wealth Management also provides retirement plan advisory services to plan sponsors, acting as a 3(38) fiduciary.
Assets Under Management$130M
Clients100
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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