Customers' Yachts Advisers, INC.

Fee-Only (% of Portfolio)

Customers' Yachts Advisers manages investment portfolios for individuals, IRAs, corporations, and other trusts, aiming for long-term growth. They use low-cost exchange-traded funds to diversify across different asset classes and geographies. Their approach is global equity-oriented and not suited for short-term investing. They may deviate from a global-diversified strategy to match client needs or avoid certain geographic regions.

Assets Under Management$9M
Clients10
Advisors1
Avg. per Client$900K
Avg. per Advisor$9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.98%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Customers' Yachts Advisers, INC. | TrueAdvisor