Yarger Wealth offers wealth management services, including investment management, financial planning, and related advice to individuals, high net worth individuals, trusts, estates, charities, businesses, and retirement plans. Yarger Wealth works with clients to define their goals, risk tolerance, and financial situation to create a suitable portfolio strategy, primarily using exchange-traded funds, mutual funds, individual stocks, and bonds. They may also recommend alternative investments. Financial planning services are offered as part of wealth management or as a separate engagement.
Fee Structure
Yarger Wealth charges a percentage of your portfolio annually for wealth management services. The fee ranges from 0.50% to 1.25% based on the scope and complexity of services, the amount you invest, whether financial planning is included, and the overall relationship. Fees are paid quarterly in advance. The fees may be negotiable. Yarger Wealth may recommend independent managers, but does not earn compensation from them. The total blended fee will not exceed 2.00% annually. There is a $2,500 minimum annual fee.