Yoakum Wealth Management offers financial planning services covering investment choices, portfolio construction, cash flow management, retirement, risk management, estate, and tax planning. They also provide ongoing investment account supervision and educational workshops. The firm manages portfolios using a Core + Satellite investment strategy, blending passive and active investments. They typically require a minimum account size of $250,000.
Assets Under Management$89M
Clients51
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be waived or discounted for associates and preexisting relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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