Youya Wealth is a registered investment advisor founded in April 2026 and based in Flushing, New York. Youya Wealth offers continuous investment management services and project-based financial planning. For investment management, Youya Wealth builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and occasionally outside managers, while granting clients the ability to set investment restrictions. For financial planning, Youya Wealth tackles specific topics on a project basis, including business planning, cash flow and debt management, college savings, employee benefits, estate planning, retirement planning, risk management, and tax planning strategies. Youya Wealth operates as a fee-only firm. The firm's co-owners have an affiliated law firm, Youya Law, presenting a potential conflict of interest when referrals are made, though clients are never obligated to use Youya Law.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.