YFP Wealth is a registered investment advisor that offers ongoing financial planning combined with investment management, standalone investment management, life planning, and retirement plan services for small business owners. YFP Wealth primarily uses passive investment strategies, building diversified portfolios with index mutual funds and exchange-traded funds based on each client's personalized investment policy statement. The firm covers a broad scope of financial planning areas, including cash flow and budgeting, debt management, risk and insurance analysis, tax planning strategies, retirement projections, and estate planning document reviews. YFP Wealth works with individuals, high-net-worth clients, families, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are paid in advance in quarterly installments. Minimum annual fee is $5,000 for comprehensive planning with investment management and $1,000 for investment management only. A one-time initial fee of $1,500 to $3,500 also applies.