Yousif Capital Management, LLC

Fee-Only (% of Portfolio)

Yousif Capital Management (YCM) is an investment advisory firm that creates investment strategies based on industry benchmarks. YCM uses equities, fixed income, and Exchange Traded Funds (ETFs) to build models tailored to each client's goals and risk tolerance. YCM provides these services to corporations, municipalities, faith-based organizations, and individuals (through sub-advisory agreements). YCM manages client assets in separately managed accounts.

Assets Under Management$14B
Clients425
Advisors7
Avg. per Client$33M
Avg. per Advisor$2B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000

Yousif Capital Management's standard advisory fee is generally between 0.08% and 0.35% annually, depending on the investment strategy, client location, and account complexity. Clients could pay a higher advisory fee depending on the specific investment mandate. The minimum annual fee is $10,000, but fees are negotiable.

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Location

7 Advisors at this firm