The David J. Yvars Group (DJY) offers investment advisory and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. DJY creates customized investment portfolios tailored to each client's risk tolerance. Financial planning services may include a review of cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving planning, tax planning, and capital needs planning. DJY acts as a fiduciary, always considering the best interests of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.20% |
| $1.0M - $5.0M | 1.60% |
| $5M+ | 1.40% |
Schedule shown is for Equity/Balanced portfolios. Fixed Income portfolios have a different schedule: First $500,000: 1.25%; Next $500,000: 1.10%; Next $4,000,000: 1.00%; Above $5,000,000: 0.80%. Fees, account minimums, and payment terms may be negotiable.