Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,500 to $25,000 depending on the scope and complexity. Hourly planning fees range from $50 to $600 per hour. Asset management fees are a maximum of 2.5% of assets under management and are negotiable. Sub-adviser services through Betterment platform have a maximum fee of 1.5%. Divorce planning services have an initial retainer of $2,500, with hourly rates for administrative time at $75, consultation and preparation at $250, travel time at $75, and court/arbitration/hearing at $250.
Areas of Practice
Advisor Information
Office location
309 W. Superior Street, Duluth, MN, 55802
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.
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Kara is the treasurer for the Superior Douglas County Family YMCA board since 2021 and a past president and board member of the Duluth Superior Eco Rotary since 2019. These activities are not investment-related.