Yanni & Associates Investment Advisors provides ongoing investment management services based on each client's individual financial goals, risk tolerance, and time horizon. Yanni & Associates creates a written Investment Policy Statement (IPS) for each client to outline their financial situation and investment strategy. Yanni & Associates primarily invests client assets in no-load mutual funds, exchange-traded funds, and index-type vehicles. They may also use individual stocks, bonds, and certificates of deposit depending on the client's circumstances. Yanni & Associates also provides a one-time portfolio analysis for a fixed fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $2.0M | 1.25% |
| $2M+ | 1.25% |
The fee is 1.00% for discretionary accounts on assets between $250,000 and $2,000,000. Fees are negotiable for accounts above $2,000,000. Yanni may reduce fees or waive the $2,500 annual minimum charge depending on various factors.