AN
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
981 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
For portfolio management, fees are based on a percentage of your assets, charged quarterly. For example, the first $500,000 is charged 1.20%. Fees are negotiable and may be adjusted based on your financial situation, assets under management, and complexity of services. There may be additional fees for sub-advisor services. Financial planning fees are not explicitly stated.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
150 South 5th Street, Suite 2000, Minneapolis, MN, 55402
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Creative Planning
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Wipfli Financial Advisors, LLC
October 2019 - October 2022 · 3 yrs
Keystone Wealth Advisors, Incorporated
July 2016 - January 2019 · 2 yrs 6 mos
Gradient Investments, LLC
January 2012 - May 2016 · 4 yrs 4 mos
Gradient Investments, LLC
September 2009 - December 2011 · 2 yrs 3 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.