Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for managed accounts are typically charged quarterly, in advance, based on portfolio value. Fees are negotiable and depend on the service, account size, and complexity. Billing methods include flat, linear, and tiered fee schedules. Financial planning fees range from $250 to $5,000 (fixed), $50 to $500 per hour, or $100 to $20,000 annually. Other fees, such as brokerage commissions and fund expenses, may apply.
Areas of Practice
Advisor Information
Office location
1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413
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Customer Dispute
July 2008Other Business Activities
Chad is a financial advisor at Focus Financial Network Inc, dedicating full-time hours to managing client portfolios and providing financial planning. He is also the President of SWMG LLC and a Partner at Bergstrom Financial Group LLC, spending a few hours per week on each to manage business operations and financials.