Yellowstone Partners Review


Yellowstone Partners, founded in 2005, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 4 advisors. Yellowstone Partners manages $230.00 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


  • No disciplinary history
  • Uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted
  • Firm does not accept performance-based fees
  • Firm doesn’t perform side-by-side management

Considerations


  • Firm serves fewer than 1,000 clients
  • Been in business only 12 years
  • Firm has less than $1B in assets under management
  • Firm has a low advisor to client ratio
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

Managed Investing


Expand fee details
Trust Score
78
info_outline

Annual Management Fee Percent
$0+ 0.75%
Feature Value
Estimated Fees (Annual) $750 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 $230.00 million
Advisor / Client Ratio 1:133


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