Yayati Asset Management (YAM) provides investment management services. For institutional clients, YAM offers quantitative investment solutions as a subadvisor. For individual investors, YAM manages accounts following strategies selected by the client, using options to generate income and protect against loss. YAM's strategies can include investments in various funds and ETFs. YAM does not provide financial planning or tax advice.
Assets Under Management$1.4M
Clients2
Advisors4
Avg. per Client$720K
Avg. per Advisor$360K
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The advisory fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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