YZ Financial offers customized wealth management solutions through personal contact and discretionary investment management. They construct portfolios using ETFs, mutual funds, individual stocks, and bonds. YZ Financial also provides financial planning services, including investment, retirement, education, and insurance planning. Clients are not obligated to implement any recommendations.
Assets Under Management$9.1M
Clients30
Advisors1
Avg. per Client$300K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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