Yendrey Wealth Management offers investment management and financial planning services. Investment management is provided on a discretionary basis, tailoring investment strategies to client goals and risk tolerance. Financial planning covers wills, estate plans, investments, taxes, retirement, and college planning. Clients can impose restrictions on investments.
Assets Under Management$11M
Clients60
Advisors2
Avg. per Client$180K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...