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
1000 Shelard Parkway, Suite 300, Minneapolis, MN, 55426
Get directionsRegulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Chris is a statutory agent for Focus Financial Network Inc. and an investment advisor representative for Focus Financial Network, Inc. He dedicates minimal time to his role as statutory agent and about 10-20% of his time to his role as an investment advisor representative, working with individuals on their long-term investment needs and selling fixed insurance products.