YGC Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,062,769
Clients
37
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
$407,102
About
YGC Wealth provides financial planning and discretionary investment management to individual clients (including those with complex wealth needs), small businesses and sole proprietors, and senior executives. The firm’s service menu includes comprehensive and limited financial planning, strategic business financial planning, executive consulting for clients with complex compensation arrangements, and discretionary portfolio management that is offered only alongside a planning engagement.
The firm emphasizes long-term, passive investing and diversified asset allocation, building client-specific Investment Policy Statements and deploying mutual funds, exchange-traded funds, stocks, and bonds. It uses asset-based advisory arrangements common among independents, while also bundling investment management with planning for smaller investable accounts.
Distinctive aspects include an expanded focus on Executive Consulting tailored to senior executives and a practice structure that requires a financial planning engagement before discretionary management is accepted. The principal also conducts separate consulting and content-creation activities outside the advisory practice, and the firm has recently updated its custody and transfer practices to permit third-party transfers via standing letters of authorization.
Client services
Occupation focus
Demographic focus
Fee options
Limited Financial Planning Services: $375 per hour
Minimum fee: Comprehensive Planning Services: minimum annual fee $7,500 for individuals, $10,500 for couples; Strategic Business Financial Planning Services: minimum annual fee $10,000; Executive Consulting Services: minimum annual fee $12,000 Fee-only: Limited Financial Planning Services: $375 per hour (hourly fee negotiable)
Main office location
YGC Wealth
Upper Marlboro MD, United States
Number of offices
1
Most active in
Maryland · New York · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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