YGC Wealth offers comprehensive and limited financial planning, strategic business financial planning, and investment management. YGC works with clients to establish financial goals, analyze their current situation, and develop a plan to achieve their objectives. Investment management is offered alongside financial planning services, using a client's financial plan to inform investment recommendations. YGC does not provide tax or legal advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K+ | 0.75% |
Investment management is included with Comprehensive Financial Planning and Strategic Business Financial Planning Services at no additional cost for assets under management up to $400,000. A fee of 0.75% will be assessed on assets under management above $400,000. Investment management is not a standalone service.
