Yuka Corp provides investment advice on a non-discretionary basis, meaning the client must approve all trades. The firm currently advises a single client, the founder’s family member, and tailors investment recommendations to their financial situation, objectives, and risk tolerance. The client can restrict investments in certain securities. Yuka Corp does not have authority to make trades without client approval.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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