Youhe Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Youhe Advisors provides investment management and comprehensive financial planning to a mix of clients, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. Its advisory services cover portfolio management, cash flow and tax planning, retirement and estate planning, insurance review, and implementation support tied to written investment policy statements.
The firm’s investment process emphasizes strategic asset allocation and diversified holdings, typically using no-load mutual funds and ETFs with a buy-and-hold posture and periodic rebalancing; it may accept limited discretionary authority for rebalancing. Portfolio construction relies on research and software to design asset-class mixes based on correlation and risk objectives, and each client’s allocation is individually documented rather than relying on model portfolios.
Distinctive features include a principal with both investment and accounting credentials and a practice that serves high-net-worth families as well as corporate or business entities, which is less common for managers in this category. The firm also offers multiple billing arrangements beyond percentage-of-assets—such as hourly or fixed-fee planning and, on occasion, performance-based compensation—and typically coordinates with external accountants and insurance professionals engaged directly by clients.
Client services
Expertise
Fee options
Flat fee for financial plans, e.g., $1,000 billed in advance with balance due upon delivery
$0 - $250,000: 1.75% $250,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $25,000,000: 0.75% $25,000,001+: 0.50%
$150 to $400 per hour for financial planning and consulting services
Performance-based fees occasionally used on certain investment products; typically 10% to 20% of capital gains or appreciation
Account minimum: $100,000 Minimum fee: Minimum annual fee of $7,000 for ongoing portfolio management services Fee-only: Financial planning fees billed at $150 to $400 per hour; flat fees also available (e.g., $1,000 flat fee in advance for financial plans)
Main office
152 W 57th Street 28th Fl.
New York NY 10019
Advisors at this office
1
Most active in
New York
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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