James Michael Groetsch

Ehlers

15 Years of Experience

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Firm Information

Ehlers

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

294 clients

Average Client Portfolio

$9.3M average

Assets Under Management

$2.7B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:$300/hr

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

3060 Centre Point Drive, Roseville, MN, 55113-1122

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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.