Phil A. Younker & Associates, Ltd. assists clients in selecting third-party money managers. They help clients choose an appropriate investment strategy, complete the manager's questionnaire, and review the manager's performance. They also offer multigenerational wealth services, coordinating with clients' legal and accounting advisors. The firm primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$200M
Clients113
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.80% |
The annual fees are negotiable and do not include the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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