Young Wealth Management

Retirement Planning Firm in Davis, CA

Firm Info
Address: 502 Mace Blvd UNIT 5, Davis, CA 95618, USA
Phone: (530) 231-5152

Firm Size
Assets Under Management: $117 million
# of Advisors: 2
# of Clients: 105
Client to Advisor Ratio: 53:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Young Wealth Management Overview

Young Wealth Management is an investment advisory firm based in Davis, California. They have been operating since 2021, providing investment advice to individuals and small businesses. Their fee arrangement is fee-only, meaning that they do not receive commissions for recommending particular investment products. As a registered investment advisory firm, Young Wealth Management is authorized to provide investment advice only. They offer financial planning services, helping clients to develop strategies for managing their finances and achieving their long-term goals. Additionally, they provide portfolio management services, helping clients to invest their money in a way that aligns with their financial objectives. Young Wealth Management is committed to helping their clients build wealth and secure their financial future. They understand that each client is unique, and they tailor their services to meet the specific needs of each individual or business. By working closely with their clients, they are able to help them navigate the complex world of investing and make informed decisions about their finances.

Young Wealth Management is a financial advisor that caters to a wide variety of clients. The firm's services are available to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not specified. Whether clients are looking to build wealth, manage their finances, or plan for their future, Young Wealth Management is well-equipped to provide expert advice and guidance that is tailored to their specific needs. With a deep understanding of the financial landscape, the firm can help clients navigate complex investment strategies and ensure that they achieve their financial goals. When it comes to pricing, Young Wealth Management offers a variety of fee structures depending on the service provided. Clients can choose between a percentage of assets under management (AUM) or fixed fees. AUM fees are calculated as a percentage of the client's total investment, and they tend to range from 0.5% to 2% of the total. This payment option is ideal for clients seeking investment management services and who want their advisor to be incentivized to grow their portfolio. Fixed fees, on the other hand, are charged regardless of the total AUM and tend to be based on an hourly rate. Clients who opt for this payment option are typically seeking more comprehensive wealth management services, such as financial planning, tax management, and estate planning. Regardless of the fee structure, Young Wealth Management is committed to providing transparent and fair pricing that reflects the value we can provide to our clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Young Wealth Management does not mention anything about investment minimums. Therefore, it is unclear what the firm's investment minimum may be. Potential clients will need to reach out to the firm directly to inquire about any investment minimums that may be in place.

How This Office Can Help Davis, CA Residents

Young Wealth Management is dedicated to helping clients in Davis to achieve their financial goals and create a successful financial future. As a full-service wealth management firm, they offer a wide range of services to Davis residents, including financial planning, investment management, retirement planning, and tax planning. Clients living in Davis, CA may face unique financial challenges, such as high cost of living, student loan debt, and a competitive job market. Young Wealth Management's financial planning services can help clients navigate these challenges and achieve financial stability. Additionally, the firm's investment management services can help clients grow their wealth and prepare for future expenses such as housing, education, and retirement. With a focus on personalized, long-term strategies, Young Wealth Management is committed to helping clients in Davis achieve their financial goals.


Services Offered by Young Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Young Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 502 Mace Blvd UNIT 5, Davis, CA 95618, USA
Phone (530) 231-5152
Opening Hours
  • Mon 8 AM–6 PM
  • Tue 8 AM–6 PM
  • Wed 8 AM–6 PM
  • Thu 8 AM–6 PM
  • Fri 8 AM–6 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Young Wealth Management is registered to service clients in the following states:

  • Arizona
  • California
  • Texas

Disciplinary History

Young Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs