Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are fixed or hourly, not exceeding $5,000 fixed or $500 hourly. Written financial reviews have fixed fees up to $15,000 or hourly fees up to $500. Investment consultations are billed hourly, up to $500. Investment management fees are a percentage of assets under management, not exceeding 2.5% annually, and are negotiable. Transaction ticket charges will be passed on to clients.
Areas of Practice
Advisor Information
Office location
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
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 Activities
Kevin is a registered representative with OSAIC Wealth Inc., dedicating minimal time to this investment-related activity. He started this position in May 2025.