Yule Creek Wealth Management provides ongoing investment management services to individuals, families, and family offices. Yule Creek discusses client objectives related to income, capital preservation, and growth, and creates an Investment Policy Statement. Yule Creek primarily invests in low-cost ETFs and mutual funds, and may incorporate individual securities.
Assets Under Management$54M
Clients52
Advisors2
Avg. per Client$1M
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Yule Creek charges a fee based on the value of your portfolio. The fee is calculated monthly and invoiced quarterly.
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For diversified ETF portfolios:
- Up to $1,000,000: 1.00% per year
- $1,000,001 to $2,500,000: 0.85% per year
- $2,500,001 to $5,000,000: 0.65% per year
- $5,000,001 and above: 0.50% per year
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For fixed income only portfolios:
- Up to $10,000,000: 0.50% per year
- $10,000,001 and above: Negotiable
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