Yeske Buie INC.
Assets Under Management
$925.9M
Number of Clients
451
Number of Advisors
8
Average Client AUM
$2.1M
AUM per Advisor
$115.7M
Compensation
Fee-Only (AUM)
About This Firm
Yeske Buie is a wealth management firm providing integrated financial planning and asset management services to individuals, high net worth individuals, trusts, estates, retirement plans, foundations, endowments, charities, and corporations. They offer a client service model that includes discovery, implementation, and monitoring components.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees for retirement plan advisory services may be negotiable depending on the size and complexity of the Plan and the services to be provided.
Fee Estimator
Yeske Buie charges a single annual fee for its services, based on the market value of assets under management. The fee is typically charged quarterly in arrears. For example, a $2 million portfolio would incur a 1% fee on the first $5 million, so the annual fee would be $20,000. The firm requires a minimum relationship size of $3,000,000, which may be reduced at the sole discretion of Yeske Buie. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%.
Areas of Practice
Location
301 Maple Avenue West, Suite 600, Vienna, VA, 22180