Y H & C Investments
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: No minimum required
Offering advice since: 2003
Areas of focus:
- Educational Planning
- Portfolio Management
- Stocks and Bonds
Further information about Yale Bock:
My skill set is in portfolio management, researching and analyzing securities, investing in stocks, and advising clients on how to grow their assets. I have almost 20 years of experience of investing my own and clients capital.
Compensation and Fee Structures:
Compensation is asset under management based. Any account under 500K is charged 1% per year, and for any account more than 500K, the fees gradually go down as the number of assets increases.
Licenses, Certifications & Affiliations:
Awarded Chartered Financial Analyst from the CFA Institute in 2007. Nevada licensed Registered Investment Advisor.
- Bachelor of Arts, Economics, UC-Irvine, 1989
- Master's of Business Administration, UC-Irvine, 1991.
Will provide references upon request?
Further information about Y H & C Investments:
(Size of firm: 0-9 advisors)
Y H & C Investments is a registered investment advisory firm which helps people reach their financial goals. The firm's origin was in 2003 and is based in Las Vegas, NV. The firm manages taxable and tax advantaged accounts for clients in various vehicles, including 401K's, rollover 401K's, IRA's, Roth IRA's, and traditional taxable accounts. Stocks are the typical asset of class, however mutual funds, ETF's, indexes, and options are also used, as well as bonds. All accounts are managed through TD Ameritrade and custody is with TD Ameritrade.
Contact Information for Yale Bock
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Address for Yale Bock:
2230 S. Paradise
Las Vegas, NV, 89104
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