Your Financial Advocate (YFA) offers investment management services to individuals, high net worth individuals, trusts, and charities. YFA creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. YFA constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or covered call options. YFA acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards its clients.
Assets Under Management$77M
Clients75
Advisors1
Avg. per Client$1M
Avg. per Advisor$77M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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