SD
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
200 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$433.3M
Fee Structure
I am sorry, but I cannot provide any information about the fees charged by BGM Wealth Partners, LLC, as this document is only a supplement to their Form ADV Part 2A brochure, which would contain the fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
7900 International Drive, Suite 800, Bloomington, MN, 55425
Get directionsRegulatory History
Clean regulatory record
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
Spencer is the Vice President and a 10% shareholder of Lea Management Company, a real estate/management company, since 2007. He spends minimal time on general annual review analysis and discussion related to this role.
Employment History
Current Registrations
Bgm Wealth Management
October 2023 - Present · 2 yrs 3 mos
State Registrations4 states
CAMNTXWI
Advisor
Exams
No exam information available for this advisor.