Yoakum Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and discretionary portfolio management primarily to individual clients (including high-net-worth households) and small businesses. Its services include customized financial planning, retirement and rollover advice, investment management, business and divorce consultation, and periodic educational workshops.
Investment strategies center on a Core + Satellite approach that blends indexed core holdings with actively managed satellite positions, informed by a mix of fundamental, cyclical and technical analysis. The firm typically manages accounts on a discretionary basis and uses asset-based portfolio fees alongside separate hourly planning engagements.
Distinctive features for a single-advisor firm include roughly $89 million in discretionary assets across about 51 clients (implying higher-than-average assets per client) and the maintenance of two offices despite having one advisor. The brochure also highlights uncommon service lines—such as divorce consultation and complimentary educational seminars—and a custodial relationship with a single institutional custodian (Charles Schwab) through its advisor program.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - Above: 0.50%
Financial planning services charged at $300 per hour, billed in 15-minute increments.
Account minimum: $250,000 Fee-only: Financial planning charged at $300 per hour, billed in 15-minute increments.
Main office
South San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Global Portfolio Solutions · Yoakum Wealth Management · Yoakum, Jeffrey
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
Quick links
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