YFI   Youngblood Financial, Inc.
                  Institutional Services
  
 
 

Institutional Advisory Fees:

  • We have no set asset-minimum for managed accounts, but the minimum fee of $2,000 per year, billed at $500 per quarter, typically makes sense beginning at $150K to $200K of managed assets
  • The fee schedule is as follows:
    • First $1 million is billed at 0.25% per quarter
    • The next $4 million is billed at 0.225% per quarter
    • Amounts over $5 million are billed at 0.20% per quarter

 

For a Brochure describing our Institutional Services: 

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