Yeti Wealth Management Group offers financial planning and ongoing portfolio management services. Financial planning covers investments, insurance, taxes, retirement, college, and debt. Portfolio management is tailored to individual client goals and risk tolerance. Yeti Wealth Management Group uses proprietary models or models from other advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
yetiwealthmanagementgroup.com ·www.linkedin.com/company/yeti-wealth-management... ·www.linkedin.com/in/thomas-d-little
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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