Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $750K | 1.00% |
| $750K+ | 0.10% |
The fee may be negotiable in certain cases.
Fee Estimator
The standard advisory fee is based on the market value of assets under management. The annual fee is 1.00% for the first $750,000 and 0.10% for amounts above $750,001. Fees are paid monthly in arrears based on the average daily balance of all household accounts. For clients with a household account value of less than $250,000, services may be limited to investment management. Hourly financial planning engagements are offered on a limited basis at a rate ranging from $300-$400 per hour.
Areas of Practice
Advisor Information
Office location
9800 Shelard Pkwy, Suite 113, Plymouth, MN, 55441
Get directionsContact
Joshua Lin WolbergRegulatory 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 →Employment History
Current Registrations
Great River Financial
Previous Registrations
Triad Advisors LLCBroker
Resources Investment Advisors
Bukaty Companies Financial Services
Financial Advocates Advisory Services
LPL Financial LLC Broker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
State Registrations2 states
Exams
Additional Information
I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.