Yellowstone Investment Planners, operated by Virginia Arnold, manages client investment portfolios, typically requiring your authorization before any transaction. They tailor investment advice to your financial goals and risk tolerance, but do not provide financial planning services. Tax implications are discussed, and clients are referred to tax professionals for specific questions.
Assets Under Management$11M
Clients22
Advisors1
Avg. per Client$500K
Avg. per Advisor$11M
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
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Estimated Annual Fee
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