Yoffe Investment Management, LLC is a registered investment advisor based in Lemoyne, Pennsylvania. They offer investment management services designed to help clients organize their financial situation and plan for wealth transfer. Services include portfolio management and financial planning, which can range from broad-based planning to specific areas like estate planning and tax planning. Yoffe Investment Management offers both discretionary and non-discretionary portfolio management services.
Assets Under Management$170M
Clients13
Advisors1
Avg. per Client$13M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable and can be as low as 0.7% in limited circumstances. This fee includes all portfolio management and financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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