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 | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees negotiable for larger accounts.
Fee Estimator
The annual fee for individuals is based on a percentage of assets under management. The fee is 1.50% on the first $500,000, 1.00% on the next $1,500,000, 0.75% on the next $3,000,000, and 0.50% on amounts over $5,000,000. Fees are negotiable for larger accounts. Clients may also incur brokerage commissions and/or mutual fund fees, and broker custodian fees. Fees are billed quarterly in advance and may not be refunded in the event of partial or full withdrawal.
Areas of Practice
Advisor Information
Office location
1600 Utica Avenue South, #460, Minneapolis, MN, 55416
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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