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 $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may vary and are negotiable.
Fee Estimator
SFSI's wrap program charges an annual asset-based Portfolio Management Fee and a separate Program Fee, billed quarterly in advance. The Program Fee ranges from 0.10% to 0.08% of assets under management. The Portfolio Management Fee is based on household assets under management (see table above). A one-time initial personal portfolio development fee may be charged for complex portfolios, ranging up to $2,500. SFSI also offers investment discretionary services on direct packaged products such as mutual funds, including 529 accounts and variable insurance products. A flat annual fee of 0.50% of the assets under management will be charged quarterly in arrears for mutual funds. For variable insurance products a flat annual fee of 0.75% of the assets under management will be charged quarterly in arrears. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
6550 York Ave S Suite 412, 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
Susan is a partner in Stiles Partnership, a family-owned real estate partnership, since 1993, dedicating minimal time. She is also an independent insurance agent for various companies and a board member for a non-profit, Minnesota Spay and Neuter Assistance Program, dedicating minimal time. Finally, she is the Rotary Foundation Director for the Edina Rotary Club.