Yellowstone Partners Review


Trust Score 78%
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Yellowstone Partners, federally registered in 2005, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 4 advisors. Yellowstone Partners manages $230 million and provides investment advisory services for 530 clients (1:133 advisor/client ratio).

Yellowstone Partners requires a $0 minimum investment and charges 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • There is only one licensed advisor for every 133 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 12 years

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $433,962
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $230 million
Advisor / Client Ratio 1:133
Headquarters Idaho Falls, ID
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 0.75%


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