Yes, we are a fee-only fiduciary as well! This means, we don't accept commissions or bonuses on any referrals or products we sell. We work in your best financial interest.
We have an hourly consultation rate for financial planning (or you can purchase a package deal to save money). That would equal the rate multiplied by the number of hours we work together. If you choose to invest your money with us, we charge a flat 1% of assets under management.
Your assets are held in custody by our third party custodian, Altruist LLC, which is a self-clearing brokerage. They are one of the largest independent brokerage firms. We (Yellowstone Wealth) do not hold the assets personally.
The advice I give is exactly what I follow as well. I would never recommend something too risky or too speculative. My personal money is invested in similar types of portfolios as I would recommend to my clients.
I love to help anybody regardless of asset size.