YFP Wealth offers financial planning and investment management services. Financial planning covers areas like cash flow, debt management, insurance, employee benefits, tax planning, retirement planning, and estate planning. Investment management involves creating an investment policy statement and managing client accounts based on their goals and risk tolerance. YFP also offers life planning services and educational seminars.
Assets Under Management$53M
Clients232
Advisors4
Avg. per Client$230K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Minimum annual fee of $5,000 for comprehensive financial planning with investment management and $1,000 per year for investment management only. Some legacy clients may pay a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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