Yhb Investment Advisors Inc

YHB Investment Advisors, Inc. is an independent firm established in December 1989, with owners Paul Martel and Mark Everette actively involved in managing the company. As of December 31, 2022, the firm had approximately $1.6 billion in regulated assets under management. They offer personalized investment advisory services, including education on investment concepts, asset allocation recommendations, and ongoing asset review. YHB also provides financial, administrative, and consulting services tailored to individual needs. For pension consulting, they assist in investment policy guidelines, asset allocation, and investment performance monitoring. Fees for personal asset management are based on a percentage of assets under management, with rates varying based on account size and composition. YHB does not charge performance-based fees and acts as a fiduciary, providing services to individuals, institutions, and retirement plans. The firm does not maintain custody of client assets, except for specific circumstances, and has adopted proxy voting policies. YHB engages in soft dollar arrangements for research benefits and may aggregate trades for efficiency. They have no disciplinary events to disclose and are registered with the SEC. Clients can access detailed information on the firm's practices and services through the SEC's website.