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The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Yhb Investment Advisors use?","answer":"Yhb Investment Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $1.21B and Charles Schwab & Co., Inc. (San Francisco, CA), with $1.05B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Yhb Investment Advisors have?","answer":"Yhb Investment Advisors has 20 investment adviser representatives registered with state securities authorities, out of 30 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Yhb Investment Advisors invest in?","answer":"At the end of its last fiscal year, Yhb Investment Advisors’ separately managed accounts held 53% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 14% investment grade corporate bonds, 10% state and local bonds, 4% cash and equivalents, 2% U.S. government and agency bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Yhb Investment Advisors?","answer":"Yhb Investment Advisors’ direct owners are Paul Martel, Dennis Hannigan, Mark Everette, Linda Morel, Anne Space and Thomas Manning, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Yhb Investment Advisors get paid?","answer":"Yhb Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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