Yieldwink Capital is a registered investment advisor offering investment management and wealth planning services. They utilize Interactive Brokers and Morgan Stanley as primary custodians. They may recommend third-party investment advisors. Financial planning is offered at no additional cost to investment management clients. Yieldwink Capital creates custom model portfolios based on client needs and risk tolerance. Client assets can be managed with or without Yieldwink Capital having the authority to make investment decisions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be reduced for related family members, and Yieldwink Capital reserves the right to waive fees at its discretion. Yieldwink Capital LLC may share a portion of its advisory fees with third-party advisers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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