Frequently Asked Questions

---

Yes, we are a fee-only fiduciary. This means, we don't accept commissions or bonuses on any referrals or products we sell. Our recommendations are not biased by our own financial gains. We work in your best financial interest.

For most clients, we are compensated on a flat 1% charge for all assets we manage. In addition, we have an hourly consultation rate for financial planning (or you can purchase a package deal to save money). Planning is required before investments can be made.

Your assets are held in custody by our third party custodian, either Charles Schwab or Altruist LLC, both self-clearing brokerage firms with solid reputations and good client interfaces. 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 prefer a long-term, disciplined, buy-and-hold approach to good stocks and mutual funds.

I love to help anybody regardless of asset size, however I am currently limited to clients  with investable assets of at least $100,000.