Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
Fee Estimator
You'll pay a quarterly Program Fee for each AdvisorFlex Program not to exceed the fee rate from the fee schedule. For funds held in the Fixed Account, the Maximum Program Fee is 0.50%. The Program Fee will vary among clients and may be negotiable under certain circumstances. The minimum initial investment amount for the AdvisorFlex Program is $25,000.
Areas of Practice
Advisor Information
Office location
7760 France Ave S, Suite 710, Edina, MN, 55435
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
Bruce is a board member for three non-profit organizations, spends nearly full-time as a wealth advisor and founding partner at Thrivent Advisor Network, LLC, DBA Parable Wealth Partners, and dedicates about 10-20% of his time to selling fixed insurance products. He also owns and provides leadership for Storyline, LLC and Ernst & Andrew, LLC, dedicating minimal time to each.