Clean Yield Asset Management

Wealth Management Firm in Norwich, VT

Firm Info
Address: 16 Beaver Meadow Rd, Norwich, VT 05055, USA
Phone: (802) 526-2525

Firm Size
Assets Under Management: $517.8 million
# of Advisors: 4
# of Clients: 582
Client to Advisor Ratio: 146:1
Average Account Size: $889,760
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Other

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Clean Yield Asset Management Overview

Clean Yield Asset Management is an investment advisory firm based in Norwich, VT that has been in business since 1986. As a fee only firm, they do not accept commissions or compensation from third parties in order to provide unbiased advice to their clients. They specialize in investment advice only, offering portfolio management services to both individuals and small businesses, as well as businesses and institutional clients. One of the key benefits of working with Clean Yield is their focus on educating their clients. They offer educational seminars and workshops to help individuals and organizations increase their financial literacy and make informed investment decisions. Clean Yield's commitment to education sets them apart in the industry, showing that they prioritize their clients' success above all else. As a long-standing firm with decades of experience, Clean Yield has a proven track record of success when it comes to portfolio management. Their services cover a wide range of client needs, from individual investors to large institutions. With a fee only structure, clients can trust that Clean Yield is working in their best interest, and with their educational offerings, clients can feel empowered to make informed financial decisions for their future.

Clean Yield Asset Management is a financial services firm that caters to a diverse set of clients. Its clientele includes individuals who are looking for personalized investment management and portfolio services, high net worth individuals who require more sophisticated financial planning and customized investment strategies, and charitable organizations that require responsible investment guidance. The firm serves as a trusted partner in managing the financial assets of these clients, given its commitment to social responsibility and sustainability. Clean Yield Asset Management prides itself on offering flexible and tailored fee structures that are dependent on the type of service provided. Clients can choose between percentage of assets under management (AUM), fixed fees, and other types of fees, depending on the scope and complexity of the assignment. This fee flexibility ensures that clients only pay for the services they need and enables them to better manage their costs in the long run. Overall, Clean Yield Asset Management offers a broad range of services that cater to the different needs and investment goals of its clients while ensuring that they are delivered with a high degree of expertise, integrity, and trust.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Clean Yield Asset Management is one million dollars ($1,000,000). According to their Part 2 Brochure, they impose this minimum initial account size. However, the note also mentions that this minimum may be waived at the sole discretion of an officer.

How This Office Can Help Norwich, VT Residents

Clean Yield Asset Management is a trusted financial planning and investment management firm that helps clients in Norwich, VT to achieve their financial goals. The company provides a range of services including financial planning, retirement planning, investment management, and socially responsible investing. They work with clients to create personalized investment portfolios that align with their specific values and goals while also taking into account the current financial market and economic conditions to maximize their returns. Residents of Norwich, VT may face specific financial situations such as planning for retirement, managing income from a small business or farm, or saving for their children's education. Clean Yield Asset Management can assist clients with these challenges and provide them with customized strategies to help them achieve their goals. As a socially responsible investment firm, Clean Yield Asset Management also helps clients to invest in companies that align with their values, such as renewable energy, sustainable agriculture, and community development. Their services can help clients in Norwich, VT to achieve financial security for themselves and their families, while also supporting the local economy and environmental sustainability.

To view the Minimum Investment and Fee Schedule for Clean Yield Asset Management, visit their Part 2 Brochure.

Services Offered by Clean Yield Asset Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Clean Yield Asset Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 16 Beaver Meadow Rd, Norwich, VT 05055, USA
Phone (802) 526-2525
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 16 BEAVER MEADOW RD., NORWICH, VT 5055, United States

This firm has no other locations.

State Registrations

Clean Yield Asset Management is registered to service clients in the following states:

  • California
  • Maryland
  • Massachusetts
  • New Hampshire
  • New York
  • Texas
  • Vermont

Disciplinary History

Clean Yield Asset Management does not have any disclosures. Please visit it's Form ADV for more details.