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 $2.0M | 0.95% |
| $2M+ | 0.75% |
Fee Estimator
Financial planning fees range from $2,500 to $20,000 initially, and $1,500 to $15,000 for ongoing services, depending on complexity. Investment management fees are tiered, ranging from 0.35% to 0.95% annually, based on the account balance. For example, a $4,500,000 portfolio would incur a total fee of 0.84%. Clients with $3,000,000 or more in investment management receive financial planning services as part of their investment management fee. Fees are negotiable and can be reduced or charged as a flat fee at the firm's discretion.
Areas of Practice
Advisor Information
Office location
601 Carlson Parkway, Suite 1100, Minnetonka, MN, 55305
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 holds a 5% ownership stake in TAG Financial Services Inc., a licensed insurance agency. Although she may receive distributions of capital in the future, she is not a licensed insurance agent, does not serve in an employment capacity, and receives no compensation from the firm.