YHB Investment Advisors offers personalized investment advice, including education on investment concepts, recommendations for asset allocation, and ongoing asset review. They also provide financial consulting services tailored to individual circumstances. For retirement plans, YHB offers investment policy preparation, selection of investment vehicles, and monitoring of investment performance. YHB uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion.
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.