Yield Financial Advisors
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Overview
Yield Financial Advisors operates as a financial advisory company that has its headquarters in Mckinney, Texas. The firm administers $3.5 million in assets under management over 39 client accounts. The firm has a small group of one employee who is a financial advisor. Yield Financial Advisors does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like stocks, options and bonds.
Yield Financial Advisors manages all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by an investment advisor without requiring client consent. The firm's typical account size is $89,744. $500,001 to $1,000,000 of their financial planning investments were in securities, with $500,001 to $1,000,000 invested in non-securities. The average advisor at Yield Financial Advisors administers around 39 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is located at 3900 So. Stonebridge Drive, Mckinney, Texas 75070. It is legally permitted to serve customers throughout 2 states, including Louisiana and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Yield Financial Advisors by the Numbers

$3.5 million

1

39

$89.7 thousand
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Products and Services
Yield Financial Advisors provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. In the prior fiscal year, the company provided 11-25 of its customers with financial planning services. The company is engaged in selling products or offering services aside from investment advice to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 47% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 21% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 7% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by the firm most likely include the following fee structures: asset-based, hourly or fixed. The company does participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee. The firm has the ability to withdraw the fees directly from customer funds.
Available
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Offered by 70% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 33% of firms
Fixed
Unavailable
Types of Clients
Yield Financial Advisors works with retail investors and high net worth investors. Out of its 39 accounts, Yield Financial Advisors's largest client group is retail investors, though it also manages money for four high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 10.26%
- Other Individuals - 89.74%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Yield Financial Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Yield Financial Advisors
Mckinney, TX
Mckinney, TX
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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