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 $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
Fee Estimator
You'll pay a quarterly Program Fee for each AdvisorFlex Program not to exceed the fee rate from the fee schedule. For funds held in the Fixed Account, the Maximum Program Fee is 0.50%. The Program Fee will vary among clients and may be negotiable under certain circumstances. The minimum initial investment amount for the AdvisorFlex Program is $25,000.
Areas of Practice
Advisor Information
Office location
10900 Wayzata Blvd,, Suite 220, 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
Brent sells and services fixed insurance contracts, and refers clients for long-term care insurance, dedicating minimal time to each. Brent also works nearly full-time as a Wealth Advisor for Thrivent Advisor Network, LLC DBA Crossroads Financial Group, providing investment advisory services.