Investment Management involves the analysis, selection, and ongoing monitoring of one or more investment portfolios.
At Young + Scrappy, we strive to provide diversified portfolios of low-fee, passively managed ETFs that are consistent with your goals and risk tolerance.
If any of the following sounds familiar, investment management services might be right for you:
“I need to invest my money, but I have no idea where to start.”
“I’ve inherited money or received life insurance, and need help figuring out where to put the money.”
“I am overwhelmed by the total universe of investment options out there.”
“I don’t have time to monitor my investment portfolio, and would prefer someone handle it for me.”
“I’m not sure whether my current investments are even working or aligned with my goals.”
“The markets make me nervous, so I need someone I can trust to guide me through the process.”
Investment Management Fees, Explained:
At Young + Scrappy, we believe that investment management shouldn’t just be available for those with lots to invest. That’s why our fees are low, consistent, and paid directly from your investment account–so it doesn’t impact your monthly budget.
Y+S Investment Management fees are based on the amount of money I manage for you. My annual fee is 0.75% of Assets Under Management billed directly from your account on a quarterly basis. 0.25% of this goes to the platform provider, and the other 0.5% goes to me as your financial advisor.
Note: For clients with over $250,000 in assets under management, the engagement also includes a Y+S Comprehensive Financial Plan.