Yardley Wealth Management is a registered investment advisor offering custom-tailored portfolio management services. They work with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Yardley Wealth Management constructs and supervises portfolios based on client guidelines and market conditions, and may invest client assets according to model portfolios.
Assets Under Management$190M
Clients178
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Existing clients may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...