How does the advisor help clients – Key Takeaways:
YOSEMITE WEALTH is a financial advisory firm that provides expert guidance to clients seeking to build and manage their wealth. With a team of experienced advisors and a range of financial services, YOSEMITE WEALTH is well-equipped to help clients reach their financial goals.
- YOSEMITE WEALTH offers a diverse range of financial services, including investment management, financial planning, and retirement planning, among others.
- The firm caters to a variety of client types, including individuals, families, and businesses.
- YOSEMITE WEALTH has a transparent fee structure, with fees based on a percentage of assets under management.
- The firm’s advisors have a comprehensive understanding of the financial industry and are committed to helping clients make informed and strategic decisions.
Facts and Insights
According to publicly available information, YOSEMITE WEALTH has $1 billion in assets under management (AUM) and has been in business for 15 years. The firm currently has 10 advisors on its team, providing personalized and holistic financial advice to clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 15 years |
Financial Services Offered
YOSEMITE WEALTH offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The firm caters to a diverse client base, including:
- Individuals seeking to build and protect their wealth
- Families looking for customized financial planning and guidance
- Businesses in need of retirement and benefit planning services
Fees & Compensation
YOSEMITE WEALTH operates on a fee-only basis, meaning that the firm’s advisors are only compensated through their clients’ fees. The firm charges a percentage of AUM as its fee, with rates varying based on the complexity of the client’s financial situation.
Background
YOSEMITE WEALTH was founded in 2005 with a mission to provide comprehensive and objective financial advice to clients. The firm’s advisors have a deep understanding of the financial landscape and use their expertise to help clients make sound financial decisions.
Financial Advisor Disclosures to Know
As with any financial advisory firm, YOSEMITE WEALTH has certain disclosures that clients should be aware of. These include:
- Negative regulatory or legal events that may have occurred in the past
- Conflicts of interest that may arise from the firm’s relationships with third-party companies
- Any relevant disciplinary history of the firm or its advisors
Clients can find more information about these disclosures on YOSEMITE WEALTH’s Form ADV, which is available upon request or on the Securities and Exchange Commission’s website.