Y H & C Investments
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213 Popolo Drive -
Las Vegas,
NV
89138
www.y-hc.com
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Y H & C Investments is a boutique Registered Investment Advisory firm that specializes in asset management services- equity research and analysis, portfolio management, asset allocation, risk assessment and management, performance measurement, tax efficiency, and client communication. Give us a call so we can help you meet your financial objectives.
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Yale Bock
- 702-350-0024
Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management
and more...
Licenses
Nevada Registered Investment Advisor
California Registered Investment Advisor
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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Listen to the overall approach of the advisor in terms of whether you believe they are someone you can trust to help you accomplish what you want.
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What is the most common type of project or service your company provides?
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A:
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Asset management for taxable and qualified (IRA, Rollover IRA, Roth IRA, 401k, 403-B) accounts.
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How We Charge For Our Services
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401-k Rollover Assistance
- 0.50 to 1.00 percent of assets under management
Based on assets capital invested not market value. Charged fees when clients accounts are positive versus original capital contributed.
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401k Plans
- 0.50 to 1.00 percent of assets under management
Tiered level based on assets managed. The more assets, the lower the fees.
0-500k- 1 pct per year
500k- 1.5 million- .75 pct per year
1.5 million and more- .50 pct per year
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