YAMS, LLC provides ongoing portfolio management based on individual client goals and risk tolerance. YAMS also offers financial planning services, including creating comprehensive plans covering areas like net worth, cash flow, insurance, retirement, college, and estate planning. YAMS primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$410K
Clients6
Advisors1
Avg. per Client$68K
Avg. per Advisor$410K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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