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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Associated Persons can negotiate fees within the disclosed range.
Fee Estimator
Affiance Financial charges an asset-based fee for investment management services, billed quarterly in advance. Fees are based on the market value of assets at the end of the previous quarter. The exact fee can be negotiated within the disclosed range. Initial client engagements and financial planning services are subject to fixed fees ranging from $500 to $25,000, based on time and complexity. A minimum account size of $250,000 is generally recommended.
Areas of Practice
Advisor Information
Office location
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426
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
Tanner works as a Registered Representative for a Broker Dealer, dedicating about 10% of their time to this role. Tanner also works for Affiance Financial as a Registered Investment Advisor, dedicating twice the amount of full-time hours to this role.