Yavapai Financial Planning Offers Fee-Only Asset Management Services
Clients desiring professional oversight of their securities portfolio(s) can expect the following benefits of working with YFP:
Broad Selection
A broad selection and availability of investment vehicles
Professional Advisor
An advisor operating in an objective, fiduciary capacity on your behalf
Full Disclosure
A fully disclosed, straightforward, and break-pointed fee schedule
Regular Scheduled Meetings
Regularly scheduled meetings for review of not only your portfolio’s performance, but also your total financial health and progress
Curated Portfolios
Portfolios built and managed in light of a wide variety of factors, including but not limited to your hopes, expectations, values, time horizons, tax liabilities, risk appetite, other assets, and cash flow needs
Retainer Level Access
Retainer-level access to YFP’s advisors and services, such as continued financial plan monitoring and coordination with your other advisors such as attorneys and accountants.