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Richard C. Young & Co., Ltd.

Richard C. Young & Co., Ltd. is a Naples, FL and Newport, RI based financial advisory firm. We have been ranked by Barron’s as one of the top independent financial advisors in the nation for the last eight consecutive years. We manage portfolios for individuals, families, and small businesses throughout the United States.

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Our Fees

Our investment management fees start at less than 1% annually and drop from there. If you shop around you may find our 0.8% fee attractive for a globally diversified portfolio featuring dividend-paying stocks, closed-end funds, and individual government and corporate bonds.

And since the portfolios we manage are focused on individual securities, fund level expenses that can amount to an additional 1% or more at other firms, are minimized for our clients.

Finally, none of the investments we purchase for clients generate referral income to our firm, which make our recommendations conflict-free.

Portfolio Fee Schedule:*

Money Invested Annual % Rate
First $2,000,000 0.80
$2,000,001 to $5,000,000 0.70
Above $5,000,000 0.55

*The fees appearing above do not include fees and expenses that may be charged by the account custodian. These include, but are not limited to, commissions, bid/ask spreads, transaction fees, redemption and short-term trading fees, and account maintenance fees.

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GET IN TOUCH

NAPLES, FL
5150 Tamiami Trail North, Suite 400
Naples, FL 34103
Phone: (888) 456-5444 Fax: (239) 213-0770

NEWPORT, RI
98 William Street
Newport, RI 02840
Phone: (800) 843-7273 Fax: (401) 849-0002

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