Young Wealth Partners (YWP) provides investment management and financial planning services. YWP develops investment plans based on clients' goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. YWP may recommend third-party sub-advisors or model portfolio providers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Clients may pay an additional fee directly to Altruist Model Marketplace or Schwab Model Market Center, ranging from 0.00% to 1.00%. Total fees will not exceed 2% of the value of assets under management.