Young Financial Planning offers comprehensive wealth management services, which combine continuous investment management and personalized financial planning. Young Financial Planning builds customized investment portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds based on each client's specific goals, risk tolerance, and tax considerations. In addition to managing investments, Young Financial Planning provides detailed financial planning covering retirement projections, cash flow and debt management, college savings, employee benefits optimization, estate planning strategies, risk management, and tax planning strategies. Young Financial Planning also offers standalone financial planning on an hourly basis, as well as retirement plan consulting and management services for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.80% |
Fees are negotiable and household accounts may be aggregated. Retirement plan consulting and management services use the same fee schedule up to $5,000,000, with amounts over $5,000,000 negotiable.