Assets Under Management
$377.1M
Number of Clients
608
Number of Advisors
6
Average Client AUM
$620K
AUM per Advisor
$62.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Yeomans Consulting Group, Inc. provides personalized investment advisory services including investment management, financial planning, consulting, asset allocation, and succession planning. They utilize various methods of analysis and investment strategies tailored to individual client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
61 Atlanta Street Se, Marietta, GA, 30060