Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for managed accounts are typically charged quarterly, in advance, based on portfolio value. Fees are negotiable and depend on the service, account size, and complexity. Billing methods include flat, linear, and tiered fee schedules. Financial planning fees range from $250 to $5,000 (fixed), $50 to $500 per hour, or $100 to $20,000 annually. Other fees, such as brokerage commissions and fund expenses, may apply.
Areas of Practice
Advisor Information
Office location
1000 Shelard Parkway, Suite 300, Minneapolis, MN, 55426
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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
Bennett is an Investment Advisor Representative at Focus Financial Network, dedicating nearly full-time hours to securities trading. He also works as an insurance agent selling fixed insurance products, spending about 10-20% of his time on this activity, and is the President of Westwood Wealth Management, an S-Corp established to manage his 1099 income, requiring minimal time.