Firm
Yoffe Investment Management
Lemoyne, Pennsylvania
Fee-only
Yoffe Investment Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients, 10 of them high net worth.
- Its average account is about $3.8 million (assets it manages divided by its 46 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lemoyne, Pennsylvania |
|---|---|
| Phone | (717) 343-1120 |
Yoffe Investment Management fees
Yoffe Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $175 million |
| Individual clients | 2 |
| High-net-worth clients | 10 |
| Accounts managed | 46 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-80569) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 173454 |