JD Yeager & Co. L.L.C. offers financial planning services covering cash flow, education funding, retirement, risk management, and estate planning. They also provide portfolio management services, creating customized portfolios based on client objectives and risk tolerance. They may recommend third-party investment managers. The firm acts as a fiduciary, obligated to act in clients’ best interests.
Assets Under Management$23M
Clients13
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fee is based on a blended tier. For example, a $750,000 account is charged 0.90% on the first $500,000 and 0.80% on the remaining amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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