YCGJ Deposit

Well-established since 2007, providing a sense of stability and experience in the market.

No disciplinary alerts, indicating a clean regulatory record and potentially lower risk for clients.

Average client balance of $4.7 million suggests a focus on high-net-worth individuals, which may lead to more personalized service.

Limited geographic reach, serving only eight states, which may restrict access for potential clients in other regions.

Potential conflicts of interest related to performance-based fees and mutual fund fees, which could impact the objectivity of recommendations.

High advisor-to-client ratio of 1:117 may lead to less individualized attention for clients compared to firms with lower ratios.