Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kellogg charges a quarterly fee based on the market value of assets under management. Fees are negotiable based on the amount of assets managed and the nature of the account. The firm also receives fees from Associated Bank for providing investment advice related to Health Savings Accounts. Fees do not include brokerage commissions, transaction fees, and other related costs.
Areas of Practice
Advisor Information
Office location
5353 Wayzata Blvd, St. Louis Park, MN, 55416
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
Rolf is a member of the Landmark Investment Committee for The Basilica Landmark of Saint Mary's, allocating endowments and dedicating minimal time. He also owns 50% of Chaparral Management LLC, a passive investment in commercial real estate, and spends minimal time monitoring real estate prices.