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 $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are subject to negotiation and discounts may be provided to some clients.
Fee Estimator
Ehlers Investment Partners charges an annual advisory fee based on the average daily assets under management. The fees are subject to negotiation and discounts may be provided to some clients. Consulting services are typically billed at $300 per hour or a flat fee. Bidding agent services are also offered, with fees based on the size of the escrow portfolio, subject to IRS regulations.
Areas of Practice
Advisor Information
Office location
3060 Centre Point Drive, Roseville, MN, 55113-1122
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
Tamara owns Tom Acres, Inc., a horse stable, and Tom Properties, both since June 2021. She spends minimal time on each activity, handling boarding fee collection, accounts payable, periodic accounting, and annual reporting.