Simple & Transparent Fees

Yields for You is a Fee-Only, Fiduciary, and a Registered Investment Advisor with the State of NY.

At Yields4U, we believe that your fees should be simple and transparent, which is why our fees are super simple.

1. We never charge for our initial meeting.
2. We provide free retirement plans, tax reviews, and portfolio reviews
3. We only ever charge for implementation

Simple Flat Fee Starting at -  1.25%/year - of Assets Under Management
No Minimums
Discounts As Assets Increase

One of the perks of being CTO for a national FinTech firm is that I can offer my clients great service at highly competitive rates. This allows us to pass on these savings to you, making sure that your investments are working for you in the most cost-effective way possible.

Our flat fee structure also ensures that there are no surprises or hidden costs - just one simple, easy-to-understand percentage of assets under management. Investing should be about growing your wealth, not paying excessive fees.

With Yields4U as your financial advisor, you can trust that we’re always looking out for your best interests and maximizing every dollar invested.

Fiduciary Level of Care - Included

As fiduciaries, we are legally obligated to always act in your best interest, putting your needs above all else. This means we never accept commissions and trying to provide unbiased advice and disclose any conflicts of interest to ensure transparency.

And since we are our own firm, we have the freedom to choose which products and investments we offer, ensuring they align with our core values and meet your unique goals.

Our team of experts is dedicated to providing personalized financial advice tailored specifically for you, guiding you toward a secure financial future.

Services Included for All Clients:

- Ongoing portfolio management

- Regular check-ins with clients to review progress and adjust accordingly

- Forward Tax planning

- Retirement planning and Social Security optimization

- Risk Management

- Insurance Advice

- Estate planning support

- Financial Consulting

- Unlimited support (we are here to help you get the answers you need. You can email us your questions or use our meeting links to book an appointment with our team as often as necessary.)

Get started today! Discover the Yields4U difference. Click here to book your free, no-obligation discovery session.

*Our normal fee schedule is 1.25% for the first 500k in assets management and 1% for every dollar afterward. Fees are subject to change at any time. See our ADV 2B for full details.