Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory and portfolio management fees range from 0.1% to 2% of assets under management, or a fixed fee from $250 to $10,000. Financial planning fees are either hourly ($100-$500/hour) or fixed, depending on the services and complexity. The firm may reduce or waive the hourly fee and/or the minimum fixed fee if a financial planning client chooses to engage them for portfolio management services.
Areas of Practice
Advisor Information
Office location
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is involved in several outside business activities, including business consulting through Luing Holdings, LLC and Bridges Financial S Corp, spending a few hours per week on Luing Holdings. He is also an insurance agent selling life, disability, and long-term care insurance, and prepares tax returns for about 10 hours per week during tax season. Finally, he is a board member of Worthington Duck Club, spending minimal time on this activity.