A complete list of active advisors currently associated with Young Investment Advisors, Inc

Warmer can help you find a great advisor at Young Investment Advisors, Inc or one who fits your needs even better.

Young Investment Advisors provides investment consulting and portfolio management to individual clients, including guidance on retirement and estate planning. The firm currently serves a very small client base (three clients) and reports roughly $6,319 in assets under management, and it also facilitates purchases of annuities and other insurance products through an affiliated insurance business. The firm's advisory services are non‑discretionary and generally follow a balanced asset‑allocation approach, recommending mutual funds and ETFs and using third‑party research such as Morningstar to inform allocations. Rather than charging percentage‑of‑AUM fees, Young primarily uses fixed fees, hourly billing, and annual retainers, and clients retain custody of their assets and proxy voting rights. Noteworthy distinctions include a close affiliation between the advisory practice and an insurance agency run by the firm’s principal, who devotes the majority of his time to offering insurance products for which commissions may be earned—a potential conflict the firm discloses. The combination of very small scale for a team‑category adviser, the absence of custody and performance‑based fees, and an explicit proxy non‑voting policy differentiates the firm from many peers.

To learn more about the advisors currently working at Young Investment Advisors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.