Your Wealth Financial Solutions (YWFSL) provides ongoing portfolio management based on individual client goals and risk tolerance. YWFSL creates an investment plan and may use model allocations. YWFSL also offers estate planning services, coordinating with a third-party scrivener service, EncorEstate Plans. General consulting services are available for an hourly fee, covering topics like budgeting and retirement planning.
Assets Under Management$11M
Clients41
Advisors1
Avg. per Client$260K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $16K | 1.50% |
| $16K - $50K | 1.25% |
| $50K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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