Yeske Buie Inc.

Yeske Buie Inc.

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301 Maple Avenue West Suite 600

Vienna, VA 22180

800-772-1887

live-big.us

No. advisers: 15

AUM: $663,574,010

Asset Breakdown

Staff
Employees 15
Clients
High-net-worth individuals 26-50%
Financial planning clients 251-500
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $652,210,554 1,153 $565,664
Non-discretionary 11363456 57 $199,359
Total $663,574,010 1,210 $548,408

New master's degree to teach advisers financial life planning skills

July 26, 2017 - Golden Gate University is introducing a new master's program focused on financial life planning and it requires students to have attained more than just a bachelor's degree to begin. They also must have passed the Certified Financial Planner certification...

Shrinking talent pool puts strain on advisory firms

May 20, 2017 - Jon Yankee suddenly found himself in a hiring crunch last month. One new financial planning graduate who had accepted an associate adviser position with his firm, FJY Financial, abruptly backed out, and later that week, a midlevel adviser notified the...

Trump's first 100 days a disappointment to financial advisers

April 27, 2017 - Financial advisers don't like what they see so far from President Donald J. Trump. As Mr. Trump completes his first 100 days in office on Saturday, more than half — 51.6% — of advisers in an InvestmentNews survey said they disapprove of his job performance,...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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