Judith Havard is a CFA-designated registered investment advisor at Yhb Investment Advisors INC, based in New Canaan, CT, with 17 years of industry experience. Judith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,123 clients with $2B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Schedule is for equity and balanced accounts. Fixed income only accounts have a different schedule: First $1,000,000: 0.75%, Next $2,000,000: 0.50%, Thereafter: 0.25%. When accounts are related by family or close association, YHB may aggregate several accounts to achieve more favorable breakpoints in the fee schedule. A negotiated fee rate may apply in certain cases considering account size, composition, complexity or other factors.
Fee Estimator
Location
New Canaan, CT
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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
Yhb Investment Advisors INC
Previous Registrations
Johansen Group, INC.
State Registrations1 state
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