Yankee Investor offers customized investment advice and manages investment portfolios for individuals, high net worth individuals, trusts, and estates. Yankee Investor works with clients to define their investment goals, risk tolerance, and financial situation. The firm constructs portfolios using low-cost mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options. Yankee Investor also provides financial planning services, including retirement planning, education savings, and other areas of a client’s financial situation.
Assets Under Management$11M
Clients39
Advisors1
Avg. per Client$280K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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