Katherine Young is a CFA, CFP-designated registered investment advisor at Yearwood Young Advisors, based in Brooklyn, NY, with 4 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 24 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
These fees are for clients with a minimum of $900,000 of assets under management at YYA (which can be waived at the firm’s discretion) who engage YYA for combined services of Ongoing Comprehensive Financial Planning and Investment Management. The annual fees are negotiable, prorated and paid in arrears on a quarterly basis. YYA also offers a householding fee schedule where they may combine clients into one household for fee calculation purposes.
Fee Estimator
Contact
Katherine Young
Location
195 Montague Street, 14th Floor, Brooklyn, NY, 11201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Yearwood Young Advisors
State Registrations1 state
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