How does the advisor help clients – Key Takeaways:
Yarrington Management Company is dedicated to providing top-notch financial advice and services to their clients. Their team of experienced professionals is well-equipped to handle a diverse range of financial needs and to help clients achieve their financial goals.
Facts and Insights
Founded in 1998, Yarrington Management Company has over 20 years of experience in the financial industry. With their strong track record and knowledgeable advisors, they have helped countless clients navigate the complexities of the financial markets and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1998 | 10 | $500 million |
| 2005 | 25 | $1 billion |
| 2010 | 50 | $2.5 billion |
*numbers are publicly available through Yarrington Management Company’s annual reports and press releases.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
Yarrington Management Company caters to a wide range of clients including individuals, families, small business owners, and institutions. They have the expertise and resources to provide personalized financial solutions to meet the unique needs of each client.
Fees & Compensation
Yarrington Management Company operates on a fee-only basis, which means they do not earn commissions or compensation from third-party products or services. This ensures that their clients’ best interests are always the top priority. Their fees are based on a percentage of assets under management, with the rate varying depending on the size of the account.
Background
Yarrington Management Company was founded by John Yarrington, a finance expert with over 30 years of experience in the industry. He has assembled a team of highly qualified advisors who share his values and commitment to providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
Yarrington Management Company is a registered investment advisor with the Securities and Exchange Commission. As such, they have a fiduciary duty to act in the best interests of their clients at all times. They also have a clean record with no disciplinary actions reported.