York Wealth Management offers investment management services, helping clients manage their investment accounts. They work with clients to understand their investment goals, time frame, and risk tolerance. York Wealth Management creates portfolios through Altruist’s model marketplace, actively monitoring accounts and providing advice on investments. They have access to various model portfolios and tax management tools.
Assets Under Management$270K
Clients6
Advisors1
Avg. per Client$44K
Avg. per Advisor$270K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...