Yearwood Young Advisors (YYA) manages investment portfolios and offers financial planning services. YYA works with clients to establish financial goals and create personalized investment plans. They offer ongoing financial planning, which involves working with a planner to develop and monitor a financial plan. For high-net-worth clients, YYA provides family office consulting, acting as the client's Chief Financial Officer and coordinating with other professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
These fees are for clients with a minimum of $900,000 of assets under management at YYA (which can be waived at the firm’s discretion) who engage YYA for combined services of Ongoing Comprehensive Financial Planning and Investment Management. The annual fees are negotiable, prorated and paid in arrears on a quarterly basis. YYA also offers a householding fee schedule where they may combine clients into one household for fee calculation purposes.
