Young Financial Services (YFS) provides investment services including asset management through a wrap fee program and services to qualified retirement plans. YFS may act as a limited scope ERISA 3(21) fiduciary, offering non-discretionary investment advice to plan sponsors. YFS assists with investment policy development, monitoring investment options, and educating plan participants. Investment strategies are tailored to client goals and objectives.
Assets Under Management$22M
Clients72
Advisors1
Avg. per Client$300K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Young Financial Services offers asset management services through a wrap fee program. The client pays one fee to YFS which includes YFS’s Management Fee and the transaction costs associated with the transactions. Details for these services are detailed in Form ADV2A, Appendix 1.
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