Yellow Dog Financial (YDF) offers portfolio management based on your goals, risk tolerance, and time horizon. YDF also provides financial planning services, including a one-time financial plan and ongoing financial planning. YDF uses investment vehicles that track established benchmarks.
Assets Under Management$21M
Clients60
Advisors1
Avg. per Client$350K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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