$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2022
- Office Locations
- 2
Office Locations
445 Broad Hollow Road #25 Melville NY
-- -- --
About Yields FOR YOU, LLC
Yields For You, LLC is a retirement-focused planning and wealth management firm behind “The 321 Plan,” helping pre-retirees and retirees with retirement income planning, Social Security maximization, and tax optimization. Led by Leibel Sternbach (EA, NSSA, ChFC, APMA), the practice emphasizes protecting savings from taxes, inflation, and market volatility while building personalized portfolios. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$542.8K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Y
Yehoshua Leibel Sternbach
Chief Compliance Officer, FOUNDER
- CRD
- #6616024
- Ownership
- 75% or more
Available
Available
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C
Chaya Tamar Sternbach
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- CRD
- #8283027
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,742,124 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,742,124 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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