JDYEAgerAdvisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as small businesses, foundations and charitable organizations. Services described in the brochure include comprehensive financial planning, retirement-plan advice and ongoing portfolio management delivered on either a discretionary or nondiscretionary basis.
Investment decisions are informed by a mix of fundamental, technical/charting and cyclical analysis and the firm uses strategies such as core‑and‑satellite, active management, modern portfolio theory and value investing. Clients receive written investment guidelines and the adviser may recommend or implement third‑party model managers or sub‑advisors; the firm reports access to roughly 200 portfolio model managers through its custodian relationship.
Noteworthy aspects for a firm of this size include managing approximately $22.8 million in discretionary assets for a small client base (13 clients) and offering both direct portfolio management and referrals to many external model managers. The adviser is also licensed for insurance advice but states no commission-based compensation for those recommendations, the firm does not vote client proxies on their behalf, and it does not offer wrapped-fee programs.
Client services
Expertise
Fee options
$350 fixed fee for financial planning services
$0 - $500,000: 0.70% (70 basis points) annually $500,001 - $1,000,000: 0.60% (60 basis points) annually $1,000,001+: 0.50% (50 basis points) annually
$250 per hour, billed in 10-minute increments
Account minimum: $100,000 preferred but no minimum required
Main office
Parker CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Jd Yeager & Co L.L.C. · Jdyeageradvisors · Jdyeagerinvest
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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