Yavapai Financial Planning provides financial planning and investment consultation services. They offer advice on cash flow, retirement, education funding, tax strategies, and estate planning. They also offer investment consultation services, providing information on investment vehicles and strategies. For accounts with a minimum of $250,000, Yavapai Financial Planning offers customized investment management services.
Assets Under Management$44M
Clients77
Advisors1
Avg. per Client$570K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$960
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 0.95% |
| $400K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Subject to a minimum account fee of $240 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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