Young Financial Services provides investment management and retirement plan consulting services to individuals, high-net-worth clients, and retirement plans. Operating through a bundled fee program, Young Financial Services creates custom investment strategies based on each client's individual goals and objectives. The firm specializes in asset management and qualified retirement plan services, including 401(k) and pension plans. Robert Young leads the firm, bringing expertise in retirement planning and fiduciary standards.
Assets Under Management$22M
Clients72
Advisors1
Avg. per Client$310K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees will not exceed 1% and are negotiable. Fees may be charged quarterly or monthly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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