Yields For You, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,641,622
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
21% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$558,629
About
The firm provides investment management and comprehensive financial planning primarily to individual clients, including high‑net‑worth households, and also offers consulting to institutions and family offices as described in its brochure. In addition to one‑on‑one advice, the firm runs group coaching programs and public seminars that are described as educational in nature.
Its investment approach blends modern portfolio theory with both passive and active strategies and may incorporate technical and cyclical analysis, third‑party managers, and separately managed accounts for options and derivatives overlays. The brochure discloses the firm uses artificial intelligence tools to support research, meeting preparation, and back‑office functions, with human review of AI outputs before client recommendations are made.
Noteworthy aspects highlighted in the disclosure include that the firm’s principal acts as a financial sponsor and portfolio manager for exchange‑traded funds that the firm may recommend, a relationship the brochure describes along with conflict‑mitigation practices and a disclosure that these outside activities occupy a substantial portion of the principal’s time (approximately 50% of normal trading hours). The firm also advertises hypothetical performance in its materials and actively offers structured seminars and group coaching—features that the brochure and industry context identify as uncommon among similarly supported firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Group coaching
Expertise
Options & derivatives strategies
Retirement income strategy
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
0.20% to 2.5% annually (negotiable, tiered based on assets and services)
$400 per hour for financial planning, negotiable
Fixed monthly or quarterly fees for ongoing financial planning (amount negotiable)
Minimum fee: $5.00 per month technology fee per account, max charged regardless of account value; up to $50 account closing fee for accounts over $1,000 if not given 30 days notice Fee-only: Project-based financial planning fees up to $10,000 per engagement; Hourly financial planning fees of $400 per hour (negotiable)
Main office location
Yields For You, LLC
445 Broad Hollow Road, #25
Melville NY 11747, United States
Number of offices
1
Most active in
Yields For You, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
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