Yield Growth Advisors (YGA) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. YGA creates an Investment Policy Statement for each client to guide investment decisions. YGA seeks discretionary authority to execute trades. YGA does not participate in wrap fee programs.
Assets Under Management$4.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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