Your Choice Financial LLC (YCFL) offers portfolio management tailored to individual client goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. YCFL may direct clients to third-party investment advisors and verifies their licensing. Clients can restrict investments based on their values, but YCFL may terminate the relationship if restrictions hinder service.
Assets Under Management$37M
Clients126
Advisors6
Avg. per Client$290K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable. Clients in Alabama will never be charged a total management fee over 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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