Yields for You, LLC

RIAState Registered

Total AUM

$15.7M

Discretionary

$15.7M

100% of AUM

Avg account

$164K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Melville, New York
CRD number: 317662
Website: www.yields4u.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.24%
Individuals22.12%
Corporations / Businesses0.64%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Yields for You, LLC is an independent, New York–registered limited liability company that provides advisory services to both individual/family and institutional clients. The firm functions as a capital allocator and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory activities are financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The firm is also involved on the sponsor/GP/manager side of pooled investment vehicles. Yields for You does not position itself as an active ESG investor.