Yosemite Wealth manages investment portfolios based on each client's individual needs and goals. They also offer project-based financial planning services covering retirement, investments, college, debt, and legacy planning. Additionally, Yosemite Wealth provides ongoing financial planning for a fixed monthly fee, where a planner works with clients to develop, implement, and monitor their plan.
Assets Under Management$16M
Clients70
Advisors1
Avg. per Client$230K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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