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 | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are charged quarterly in advance. The 1.10% fee applies to "Core" clients with $2 million or less managed. Fees may be individually negotiated.
Fee Estimator
You'll generally pay a fee based on a percentage of your assets under management. For "Core" clients (under $2 million managed), the fee is 1.10%. For "Non-Core" clients (over $2 million), fees are tiered (see table). Financial and estate planning services range from $500 to $10,000+. Fees are negotiable and may vary based on complexity and scope of services. There are also fees for qualified retirement plan advisory services.
Areas of Practice
Advisor Information
Office location
220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is the President of the Board of Directors for the University of Toledo COBI Alumni Association Board. He helps with ideas to engage alumni and leads board meetings, dedicating minimal time to this role.