Yes Life LLC manages investment portfolios based on clients' individual needs and goals. They also offer comprehensive financial planning, covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning involves a detailed review of a client's financial situation and goals, with ongoing monitoring and annual reviews.
Assets Under Management$21M
Clients233
Advisors2
Avg. per Client$91K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.35% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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