Ygc Wealth
Assets Under Management
$10.6M
Number of Clients
30
Number of Advisors
1
Avg. Portfolio per Client
$353K
Avg. Managed per Advisor
$10.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
YGC Wealth offers comprehensive and limited financial planning, strategic business financial planning, and investment management. YGC works with clients to establish financial goals, analyze their current situation, and develop a plan to achieve their objectives. Investment management is offered alongside financial planning services, using a client's financial plan to inform investment recommendations. YGC does not provide tax or legal advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K+ | 0.75% |
Investment management is included with Comprehensive Financial Planning and Strategic Business Financial Planning Services at no additional cost for assets under management up to $400,000. A fee of 0.75% will be assessed on assets under management above $400,000. Investment management is not a standalone service.
Fee Estimator
Areas of Practice
Location
MD, United States
