Yaish Financial Services provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, trusts, and businesses. Yaish Financial Services manages investment portfolios based on each client's goals and risk tolerance. They also offer pension consulting services to employee benefit plans. Financial planning covers areas like retirement, college, and tax planning.
Assets Under Management$18M
Clients53
Advisors1
Avg. per Client$340K
Avg. per Advisor$18M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 1.60% |
| $249K - $500K | 1.40% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are negotiable and may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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