VA
VA
Virginia Arnold
27 Years of Experience
Bozemand, MT
2 Disclosures
Virginia Arnold is a registered investment advisor at Yellowstone Investment Planners, INC., based in Bozemand, MT, with 27 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$500K average
Assets Under Management
$11.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Discretionary accounts are charged 1.10% on the first $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Bozemand, MT
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Regulatory History (2)
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Regulatory
October 2004Pending
Customer Dispute
May 2002Settled
Employment History
Current Registrations
Yellowstone Investment Planners, INC.
May 2005 - Present · 21 yrs
Previous Registrations
Piper Jaffray & CO.
June 1998 - August 2004 · 6 yrs 2 mos
State Registrations1 state
MT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.