Young Financial Services

Overview

Young Financial Services is a small, owner-operated limited liability company that focuses on portfolio management for individuals and small businesses, with an advisory offering that includes pension consulting services. The firm charges a blend of percentage-of-AUM fees and fixed fees, and positions itself as a discretionary manager for most client relationships. It is not an active ESG investor and does not present itself as a multi-state allocator or a capital allocator to external funds—its model centers on managing client portfolios rather than running pooled investment vehicles. Investment activity is centered on public mutual funds as the core building blocks of client portfolios, with a deliberate use of alternative exposures to add diversification and non-correlated return potential. Given the firm’s size and client base, its approach appears tailored to mass-affluent and small-business owner households that prefer professionally managed discretionary accounts implemented primarily through third-party funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices