Your Capital Financial (YCF) offers financial planning and investment management to individuals and businesses. YCF provides services such as financial and life goal creation, retirement planning, investment advice, insurance review, estate planning, tax planning, and more. YCF acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$62M
Clients339
Advisors1
Avg. per Client$180K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual advisory fee decreases each year you are a client: Year 1 = 1%, Year 2 = 0.95%, Year 3 = 0.90%, Year 4 = 0.85%, Year 5 = 0.80%, Year 6 = 0.75%, Year 7 = 0.70%, Year 8 = 0.65%, Year 9 = 0.60%, Year 10 = 0.55%, Year 11 = 0.50%. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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