Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on the service provided. Retirement plan consulting fees can be asset-based, flat, or hourly, with flat fees subject to a $5,000 minimum. Hourly fees range from $100 to $450 per hour. HSA and VEBA consulting fees are 0.35% of assets under management with an $8,000 minimum. Individual wealth management fees range up to 1.50% of assets under management. Financial planning services can be billed at a maximum of $500 per hour. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
100 North Broadway, Albert Lea, MN, 56007
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 ActivitiesSells Insurance
Elizabeth is a partial owner of Intellicents, Inc., a holding company for an RIA, dedicating minimal time. She is also a licensed insurance agent selling life, health, and disability insurance when clients need it, dedicating minimal time.