Yoffe Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$174,842,833
Clients
12
Advisors
1
of 1 employees
About
Yoffe Investment Management, LLC provides investment management and financial planning to individuals, trusts, estates and charitable organizations, offering both discretionary and non‑discretionary portfolio management and charging percentage‑of‑assets fees. As disclosed in its brochure, the firm reports approximately $174.9 million in discretionary assets under management and serves a small number of client relationships.
The firm’s investment approach relies on principles such as Modern Portfolio Theory and long‑term purchases, and it tailors allocations to client objectives, risk tolerance, time horizon and liquidity needs. Services described in the brochure extend beyond traditional portfolio management to integrated tax‑and‑financial planning, Family Continuity and Estate Planning, trustee oversight, and family philanthropy planning.
A notable feature is the firm’s affiliation with the law firm Yoffe & Yoffe, P.C.; the brochure discloses that clients may be referred to this affiliate for legal services, which creates a potential conflict of interest. The firm’s work with charitable organizations and its relatively large pool of assets managed for a limited number of client relationships are also distinguishing characteristics compared with many independent advisors.
Client services
Expertise
Fee options
Generally 0.9% annually; as low as 0.7% in limited circumstances
Main office
2 Lemoyne Drive, Suite 100
Lemoyne PA 17043
Advisors at this office
1
Most active in
Pennsylvania
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:
Lawyer
They provide legal services, typically billed separately.
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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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.
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