Yearwood Young Advisors offers tailored investment management and comprehensive financial planning for individuals, high-net-worth clients, and charitable organizations. The firm focuses on strategic asset allocation, combining passive and active investment strategies to build diversified portfolios. In addition to managing investments, Yearwood Young Advisors provides ongoing financial planning covering cash flow, retirement, taxes, estate planning, employee benefits, and risk management. For clients with significant wealth, the firm also offers bespoke family office consulting to coordinate all facets of their financial lives, acting as a personal chief financial officer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and paid quarterly in arrears. Requires a minimum of $900,000 in assets under management, which may be waived at the firm's discretion. Alternative fixed-fee pricing is also available.
