Your Retirement Coach
Assets Under Management
$377.1M
Number of Clients
608
Number of Advisors
6
Average Client AUM
$620K
AUM per Advisor
$62.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Yeomans Consulting Group, Inc. d/b/a Your Retirement Coach offers personalized investment advisory services, including investment management, selection of other advisers, financial planning, investment consulting, succession planning, pension consulting, asset allocation, and annuity/insurance consulting. Services are tailored to individual client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fee Estimator
Fees vary depending on the service. Financial planning ranges from $2,500 to $50,000 as a fixed fee or $250 to $500 hourly. Asset allocation services range from $1,000 to $12,000. Investment consulting/portfolio monitoring ranges from $500 to $50,000 or 0.25% to 1.50% of assets monitored. Consulting services to advisors range from $250-$500 per hour or $2,500 to $50,000 fixed. The firm generally requires an account minimum of $500,000, which may be waived.
Areas of Practice
Location
61 Atlanta Street Se, Marietta, GA, 30060