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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for accounts over $2,000,000. Certain clients may elect a flat annual fee.
Fee Estimator
For portfolio management, the annual fee is based on a percentage of assets under management. For example, if your portfolio is valued between $250,000 and $499,999, the annual fee is 1.50%. Fees are negotiable for accounts over $2,000,000 and may be structured as a flat annual fee. Traditional financial planning services range from $500 to $5,000, depending on complexity. Subscription-based financial planning is $150 per month.
Areas of Practice
Advisor Information
Office location
809 Mainstreet, Hopkins, MN, 55343
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 Activities
Suzanne works as a direct support professional and caregiver for a handicapped person. This non-investment related activity takes about 10-20% of Suzanne's time.