JYE Wealth Advisors, LLC

JYE Wealth Advisors provides ongoing portfolio management and standalone financial planning to individuals, high-net-worth individuals, charitable organizations, and business entities, creating a written Investment Policy Statement that documents income, tax, risk tolerance and time horizon and primarily recommending mutual funds and ETFs. The firm states it acts as a fiduciary for retirement accounts and offers services that include asset allocation, asset selection, and regular portfolio monitoring.

The firm’s investment process emphasizes cyclical and fundamental analysis and uses a long-term trading approach to implement client-specific allocations and risk profiles. JYE Wealth Advisors does not trade on discretionary authority; it seeks client consent before effecting transactions and clients receive quarterly account reports from custodians.

Compared with many peers, the firm’s principal maintains an affiliated accounting practice and also operates as a licensed insurance agent—relationships disclosed in the ADV that the firm says are managed and documented as potential conflicts of interest (the ADV notes about ten hours per month devoted to accounting work and roughly ten hours per week to insurance activities). The brochure also notes the firm requires custody at Schwab Institutional or Interactive Brokers and discloses acceptance of research or other soft-dollar benefits from custodians, which can factor into custodian selection.