Yanni & Associates Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$171,530,966
Clients
107
Advisors
2
of 2 employees
About
Yanni & Associates provides discretionary and non-discretionary investment supervisory services and portfolio management to individuals (including high-net-worth clients), trusts, estates, corporations, and retirement plan participants, typically working with household portfolios starting around $250,000. Like many peers, the firm charges asset-based fees and focuses its advice on portfolio construction and ongoing management for individual clients.
The firm constructs a written Investment Policy Statement with each client and implements a proprietary mix of “core” and smaller “niche” positions, favoring long-term holdings while keeping niche allocations generally under 10% of portfolio value. Yanni & Associates employs multiple methods of analysis (charting, fundamental, technical, and cyclical), conducts ongoing monitoring with quarterly reviews and reporting, and generally operates under discretionary trading authority unless clients request directed brokerage.
Notable distinctions in the brochure include a client-focused periodic newsletter (YAIA Periodic Newsletter) and a one-time portfolio analysis offering, both of which are not common among similarly sized firms. The brochure also discloses that the firm’s principal is licensed to sell life, long-term care, short-term disability insurance and annuities and may receive commissions personally for such products, and it notes occasional access to allocated IPOs through its Schwab custodian and integrated reporting tools.
Client services
Expertise
Fee options
One-time portfolio analysis available for a fixed fee (specific amount not stated)
$250,000 - $2,000,000: 1.00% annually for discretionary accounts $250,000 - $2,000,000: 1.25% annually for non-discretionary accounts Above $2,000,000+: Negotiable rates for both discretionary and non-discretionary accounts
Account minimum: $250,000 Minimum fee: $2,500 annual minimum fee (may be waived or negotiated) Fee-only: Fees based on assets under management and fixed fees; all fees negotiable and may be waived
Main office
2000 Corporate Drive, Suite 450
Wexford PA 15090
Advisors at this office
2
Most active in
California · Florida · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Matthew Y
CFP®, CFA®
Wexford, PA
Yanni & Associates Investment Advisors, LLC
Matthew Yanni is a CFP® and CFA® with 19 years of experience in the financial industry. He has been the sole advisor at Yanni & Associates Investment Advisors, LLC since 2007. In addition to his advisory role, he is individually licensed to sell life, long-term care, and short-term disability insurance products. Yanni & Associates Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and one-time portfolio analyses for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term trading approach using mutual funds, ETFs, individual securities, and limited niche allocations, supported by a combination of fundamental, technical, charting, and cyclical analysis.
Jonathan S
Series 65
Wexford, PA
Yanni & Associates Investment Advisors, LLC
Jonathan Stasko is a financial advisor at Yanni & Associates Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Kurt J Lesker Company for three years before entering the financial advisory field. Yanni & Associates provides discretionary and non-discretionary investment supervisory services and portfolio management to individuals, trusts, estates, corporations, and retirement plan participants, typically starting with household portfolios around $250,000. The firm employs a proprietary mix of core and niche investments, uses multiple analytical methods, and offers ongoing monitoring with quarterly reviews.
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