YAHARA WEALTH MANAGEMENT LLC

Overview

Yahara Wealth Management LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates as a limited liability company and is structured to act as a capital allocator, selecting outside managers when appropriate. Its advisory mandate includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Yahara charges clients via a mix of percentage-of-AUM, hourly and fixed fees, giving it flexibility to serve both ongoing wealth management clients and one-off planning engagements. Investment activity centers on broadly diversified public fund vehicles, with a clear preference for mutual funds and pooled public products. Yahara is not positioned as an ESG-focused investor and does not present itself as a multi-state adviser. It retains the option to place client assets with third-party managers and uses annuities and mutual funds in client portfolios in addition to its allocations to alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices