Yoshida Wealth Management (YWM) manages investment portfolios based on clients' individual needs and goals. YWM also offers ongoing financial planning services, where they work with clients to develop and implement a financial plan. The firm uses fundamental and technical analysis to make investment decisions. YWM may also use third-party managers for portfolio management.
Assets Under Management$17M
Clients60
Advisors1
Avg. per Client$280K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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