Youhe Advisors offers personalized financial planning and investment management services. They work with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Their services include helping clients determine financial objectives, manage cash flow, plan for taxes and retirement, review insurance, and fund education. Youhe Advisors primarily uses asset allocation to manage investments, aiming for a balance between risk and return.
Assets Under Management$250K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$250K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable and may be less for larger client relationships and for non-profit and long-term clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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