YCG, LLC, based out of Austin, TX, is a small investment advisory firm that prides itself on providing personalized financial solutions to its clients. With 8 dedicated employees, including 4 experienced investment advisors, YCG, LLC offers a wide range of services to individuals seeking expert guidance in managing their wealth.
With an impressive average of approximately $45,200,000 in assets under management per investment advisor, YCG, LLC demonstrates its commitment to delivering comprehensive financial strategies. The firm's compensation structure encompasses various options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency.
YCG, LLC has established a strong reputation within the industry, managing over $1,102,869,000 in assets for more than 40 individual clients. The firm's exceptional track record and attention to detail have contributed to an impressive 99% of the assets they manage being discretionary.
Operating from a single office, YCG, LLC cultivates a client-centric approach, tailoring investment plans to meet each client's unique goals and risk tolerance. Brian Yacktman and William Kruger, two of the firm's longest tenured registered advisors, bring extensive expertise to the table, further enhancing the quality of service provided.
With a commitment to maintaining strong client relationships and a focus on delivering results, YCG, LLC continues to be a trusted partner for individuals seeking sound investment advice in the Austin, TX area and beyond.