Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Minimum Annual Fee:$100,000

Fees are typically negotiated with institutional clients and can include fixed fees, basis-point fees, and/or technology licensing fees. Institutional Asset Management fees generally range from 2 to 15 basis points of assets managed, with minimum annual fees of $100,000-$200,000. Strategy fees range from 0-40 basis points. Select list fees range from $50,000 to $400,000 annually. Asset Allocation Services range from $50,000 to $500,000 annually.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

901 3rd Ave S, Minneapolis, MN, 55402-3367

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Regulatory 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.

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Employment History
Current Registrations
Morningstar Investment Management LLC
October 2025 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC Broker
August 2024 - June 2025 · 10 mos
Ameriprise Financial Services, LLC
August 2024 - June 2025 · 10 mos
American Enterprise Investment Services INC.Broker
August 2024 - June 2025 · 10 mos
Strategiq Financial Group, LLC
November 2022 - October 2023 · 11 mos
William Blair & Company L.L.C.
August 2013 - July 2022 · 8 yrs 11 mos
William Blair Broker
February 2013 - July 2022 · 9 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.