Richard C. Young & Co. offers continuous advice on investing client funds through six different investment management programs tailored to individual client needs. These programs are not model portfolios, and asset allocation can vary. Clients select a program based on their goals, risk tolerance, and time horizon. The firm manages accounts on a discretionary basis and can invest in various securities, including stocks, bonds, and mutual funds.
Assets Under Management$1.6B
Clients797
Advisors9
Avg. per Client$2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...