The David Yvars Group - Trusted Advisors Referral Network Program - Substantial Income Potential for You

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Substantial Income Potential for You

The following hypothetical example demonstrates the potential annual revenues you can generate from client referrals through the DJY Referral Network Program.

Assumptions of hypothetical example:

The David J. Yvars Group equity portfolios
Total of $5 million in assets referred each year for seven years
Assets are under management starting January 1
14-15 new accounts added annually
Average account size of $350,000
Average client fee structure of 218 basis points (based on anticipated discount for equity accounts up to $500,000)
Average account term of five to seven years (based on historical data)
13.1% annual appreciation based on investment returns*
Net fee = 218 basis points (unlike some programs, no administrative expenses will be deducted form average client fee)
25% referral fee payment = 54.50 basis points

Referral Network professional fees

The hypothetical example – shown here – is for illustration purposes only and does not constitute a promise or expectation of the income you will receive if you join the Referral Network.

The assumed 13.1% annual rate of return is based, in part, on the average return for equity accounts invested solely in large company stocks as reported by Ibbotson Associates. That assumption is not based on the performance of the David J. Yvars Group management and does not constitute an indication or expectation of future performance. In addition, the following example does not take into account reductions in assets due to loss of capital or additional fee discounts and, as such, it is not illustrative of the actual compensation to be received under the program. Such compensation is subject to the value of assets under management, which is always subject to changes in market conditions.

*Based on historical averages for large-cap equity from 1926 to 2000. (Ibbotson Associates, Inc.)

It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, The David J. Yvars Group, Inc. Form ADV Part II and Schedule F will be reviewed.

This site is published for residents of the United States only. Yvars Group, Inc. financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.