A complete list of active advisors currently associated with International Discount Investors

Warmer can help you find a great advisor at International Discount Investors or one who fits your needs even better.

The firm provides investment supervisory services and individual portfolio management to individuals (including both non-high-net-worth and high-net-worth clients), charitable organizations, and corporations, managing roughly $53.9 million in discretionary assets for 66 clients. Services begin with personal discussions to establish an investment policy statement and continue with ongoing discretionary portfolio management tailored to each client’s objectives, time horizon, risk tolerance, and liquidity needs. Investment decisions draw on a mix of fundamental and technical analysis, mutual fund and ETF selection, and asset-allocation principles, and the firm may implement long-term, short-term or trading strategies as appropriate; margin transactions are used when consistent with client objectives. Accounts are monitored continuously and formally reviewed at least quarterly, and clients may impose reasonable investment restrictions while the firm typically acts with discretionary authority. Noteworthy features include a client base that explicitly includes corporate and charitable clients in addition to individuals, a mix that is statistically uncommon for firms of this structure, and a long operating history with no disciplinary disclosures. The firm’s personnel are licensed to sell insurance and may receive commissions for those sales (with advance disclosure and a policy preventing simultaneous commission and advisory fees on the same assets), and the firm requires custody through an institutional Schwab platform and uses block trade aggregation and related institutional services.

To learn more about the advisors currently working at International Discount Investors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Charles Yurick	Knoxville, TN	22

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support