YLP Financial manages investment portfolios for individuals and high-net-worth clients based on their personal goals, risk tolerance, and time horizon. The firm creates a customized Investment Policy Statement for each client and manages portfolios using fundamental analysis, technical analysis, and modern portfolio theory. YLP Financial invests across a range of assets, including mutual funds, exchange-traded funds, fixed income securities, real estate funds, insurance products, equities, and private placements, and may utilize options trading strategies. The firm requires clients to maintain their accounts with Charles Schwab & Co. and operates with the authority to make trades without asking first.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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