Yackee Potempa & Smalley Asset Management offers ongoing portfolio management services tailored to individual client goals, objectives, time considerations, and risk tolerance. The firm seeks discretionary authority to select securities and execute transactions. Yackee Potempa & Smalley Asset Management acts as a fiduciary, prioritizing client interests and avoiding conflicts of interest.
Assets Under Management$460K
Clients5
Advisors1
Avg. per Client$93K
Avg. per Advisor$460K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.90% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Portfolio management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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