Yanni & Associates Investment Advisors, LLC

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Client assets under management

$171,530,966

Clients

107

43% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,603,093

About

Yanni & Associates provides discretionary and non-discretionary investment supervisory services and portfolio management to individuals (including high-net-worth clients), trusts, estates, corporations, and retirement plan participants, typically working with household portfolios starting around $250,000. Like many peers, the firm charges asset-based fees and focuses its advice on portfolio construction and ongoing management for individual clients.

The firm constructs a written Investment Policy Statement with each client and implements a proprietary mix of “core” and smaller “niche” positions, favoring long-term holdings while keeping niche allocations generally under 10% of portfolio value. Yanni & Associates employs multiple methods of analysis (charting, fundamental, technical, and cyclical), conducts ongoing monitoring with quarterly reviews and reporting, and generally operates under discretionary trading authority unless clients request directed brokerage.

Notable distinctions in the brochure include a client-focused periodic newsletter (YAIA Periodic Newsletter) and a one-time portfolio analysis offering, both of which are not common among similarly sized firms. The brochure also discloses that the firm’s principal is licensed to sell life, long-term care, short-term disability insurance and annuities and may receive commissions personally for such products, and it notes occasional access to allocated IPOs through its Schwab custodian and integrated reporting tools.

Client services

Portfolio management Newsletters or periodicals

Expertise

Active portfolio management Options & derivatives strategies Real estate investing Annuities

Fee options

Fixed

One-time portfolio analysis available for a fixed fee (specific amount not stated)

Percentage

$250,000 - $2,000,000: 1.00% annually for discretionary accounts $250,000 - $2,000,000: 1.25% annually for non-discretionary accounts Above $2,000,000+: Negotiable rates for both discretionary and non-discretionary accounts

Other

Account minimum: $250,000 Minimum fee: $2,500 annual minimum fee (may be waived or negotiated) Fee-only: Fees based on assets under management and fixed fees; all fees negotiable and may be waived

Main office location

Yanni & Associates Investment Advisors, LLC

2000 Corporate Drive, Suite 450

Wexford PA 15090, United States

Number of offices

Most active in

California · Florida · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 724-940-0310

Advisors at this firm

Matthew Y

CFP®, CFA®

Wexford, PA

Yanni & Associates Investment Advisors, LLC

Matthew Yanni is a CFP® and CFA® with 19 years of experience in the financial industry. He has been the sole advisor at Yanni & Associates Investment Advisors, LLC since 2007. In addition to his advisory role, he is individually licensed to sell life, long-term care, and short-term disability insurance products. Yanni & Associates Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and one-time portfolio analyses for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term trading approach using mutual funds, ETFs, individual securities, and limited niche allocations, supported by a combination of fundamental, technical, charting, and cyclical analysis.

Active portfolio management Options & derivatives strategies Real estate investing Annuities

Jonathan S

Series 65

Wexford, PA

Yanni & Associates Investment Advisors, LLC

Jonathan Stasko is a financial advisor at Yanni & Associates Investment Advisors, LLC with a Series 65 credential and one year of experience. Prior to joining Yanni & Associates, he worked at Kurt J Lesker Company for three years and was a student for seven years. Yanni & Associates Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and one-time portfolio analyses for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term trading approach that combines fundamental, technical, charting, and cyclical analysis, managing portfolios through mutual funds, ETFs, individual securities, and limited niche allocations.

Active portfolio management Options & derivatives strategies Real estate investing Annuities

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