Yale Capital CORP.
Assets Under Management
$4.0B
Number of Clients
112
Number of Advisors
5
Average Client AUM
$36.1M
AUM per Advisor
$808.7M
Compensation
Fee-Only (AUM)
About This Firm
Yale Capital Corp. (YCC) is an independent investment adviser providing investment advice and asset management to high-net-worth families. YCC manages exchange-traded securities and bonds, with a specialization in tax-advantaged holdings. Services are customized and investment strategies are designed for individual client goals and risk tolerance.
Fee Structure
Yale Capital Corp. charges a percentage of assets under management. All fees are subject to negotiation and can range from 0% to 1.5% of assets under management, per household, depending on the amount of work and attention involved in managing the account. The firm may also serve as a general partner for client-related limited partnerships, which can result in YCC charging the client-related partnerships outside of this range.
Areas of Practice
Location
6475 1st Ave South, St. Petersburg, FL, 33707