The Yanker Group provides investment advice to individuals, high-net worth individuals, and corporate clients. Services include portfolio management, tailored to individual needs, and financial planning covering areas like retirement, education, and estate planning. They offer hourly consulting services focusing on specific financial goals. The Yanker Group also manages assets through programs like Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios, and Manager Access Select.
Fee Structure
The Yanker Group offers several investment management programs with fees based on the amount you invest. The fees are negotiable and depend on the specific program you choose:
-
MWP / OMP:
- 1.10% annually on amounts from $10,000 to $499,999
- 1.00% annually on amounts from $500,000 to $1,000,000
- 0.85% annually on amounts from $1,000,000 to $5,000,000
- 0.65% annually on amounts from $5,000,000 to $10,000,000
- 0.50% annually on amounts over $10,000,000
-
SWM I / SWM II: Same as MWP / OMP
-
Manager Select:
- 1.94% annually on amounts from $10,000 to $499,999
- 1.81% annually on amounts from $500,000 to $1,000,000
- 1.62% annually on amounts from $1,000,000 to $5,000,000
- 1.21% annually on amounts from $5,000,000 to $10,000,000
- 1.04% annually on amounts over $10,000,000
These fees cover quarterly performance reports, monthly newsletters, insurance analysis, financial planning, portfolio analysis, retirement planning, education planning, estate planning, tax planning, and client reviews.