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About the Planner

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Ian Yankwitt


Tortoise Investment Management, LLC

White Plains, New York

Telephone: 914-686-0024

E-mail: [email protected]

Year firm founded: 2004

Number of clients: 70-75

Assets under management: $109 million

Compensation: Fee-only (1.25% on the first $1 million and 1% on additional assets)

Education: BA in economics and political science, Yale University; magna cum laude, Cornell University Law School

Previous incarnations: clerk for judge on U.S. Court of Appeals; attorney with Simpson, Thatcher & Bartlett, New York; federal public defender


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