Yoder Wealth Management offers ongoing investment supervision, as well as financial consulting services. Investment advice covers areas like estate planning, income tax planning, and retirement income planning. Financial consulting services are offered on a one-time or as-needed basis. Yoder Wealth Management also manages variable annuity sub-accounts.
Fee Structure
Yoder Wealth Management's fees for ongoing investment supervision are based on a percentage of the value of your portfolio, up to a maximum of 1.25% per year. The exact percentage is agreed upon in advance. These fees are deducted from your account quarterly. Not all accounts are subject to this fee; for example, cash-only accounts are generally exempt. Yoder Wealth Management also manages variable annuity sub-accounts for a fee up to 1.25% annually.