Clean Yield Asset Management Review


Trust Score 81%
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Clean Yield Asset Management, federally registered in 1986, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 4 advisors. Clean Yield Asset Management manages $379 million and provides investment advisory services for 170 clients (1:43 advisor/client ratio).

Clean Yield Asset Management requires a $1,000,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 43 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $7,500
Average Account AUM $2,230,393
Hybrid Advisor No
Disciplinary History No
Total AUM $379 million
Advisor / Client Ratio 1:43
Headquarters Norwich, VT
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.75%
$5,000,001 to $10,000,000 0.60%
$10,000,001+ Negotiable


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