YGC Wealth, LLC is a registered investment advisor founded in 2024 and led by Rianka Dorsainvil, a Certified Financial Planner. YGC Wealth provides comprehensive financial planning, limited-scope planning, strategic business financial planning, executive consulting, and discretionary investment management services. The firm primarily serves individuals, high-net-worth individuals, sole proprietors, small businesses, and senior executives. YGC Wealth follows a passive, long-term buy-and-hold investment strategy using mutual funds, exchange-traded funds, individual stocks, and bonds. Investment management is offered in conjunction with financial planning engagements, with portfolio management included at no additional cost for accounts with up to $200,000 in managed assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K+ | 0.90% |
Investment management requires an ongoing planning engagement. Management is included at no additional fee for assets up to $200,000, and the 0.90% fee applies only to assets exceeding $200,000.
