Yocum Wealth, LLC offers an integrated wealth management service called Yocum Wealth Advisory, which combines personalized investment management and financial planning into a single, ongoing relationship. Yocum Wealth designs customized investment strategies and provides continuous portfolio monitoring and management. Alongside portfolio management, financial planning topics such as retirement planning, cash flow analysis, education funding, tax strategies, insurance, and estate planning are incorporated into the advisory relationship. Clients receive a comprehensive financial report and have access to an online portal with tracking tools like Monte Carlo success probabilities. Quarterly review meetings are standard. Yocum Wealth generally requires a minimum household relationship size of $500,000 in investable assets and individual accounts of at least $10,000, though these minimums may be waived under certain conditions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are billed quarterly in arrears. Related client accounts may be grouped for householding purposes to achieve minimum annualized fees. Fees may be negotiated or discounted at Yocum Wealth's discretion.