YellowWood Wealth Solutions offers wealth management services, including financial planning and discretionary or non-discretionary investment portfolio management. YellowWood primarily allocates client assets among individual equity and debt securities, fixed income, mutual funds, exchange-traded funds (ETFs), and 529 plans. YellowWood may also select independent managers to manage a portion of client assets.
Fee Structure
YellowWood Wealth offers investment management for an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month. YellowWood Wealth reserves the right to charge a minimum fee of $3000 during the initial period of an engagement.