Your Investment Advisor, founded in 2024, offers personalized financial advice to individuals and trusts. The firm creates custom investment plans and manages them through their Portfolio Management service. They focus on understanding each client's financial situation, goals, and risk tolerance to develop suitable asset allocation strategies, primarily using stocks, bonds, mutual funds, and ETFs.
Assets Under Management$2.6M
Clients14
Advisors1
Avg. per Client$190K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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