Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges an annual fee based on assets under management. For clients of other brokerage/advisory firms, the fee is 1.0% of AUM. For direct clients, the fee is 1.5% for Small-Cap Growth Accounts and 1.0% for Total Portfolio Management Accounts. The firm may offer reduced fees based on total household AUM. A minimum of $100,000 is required to open an account. Custodians may charge additional transaction fees.
Areas of Practice
Advisor Information
Office location
319 Barry Avenue, Suite 210, Wayzata, MN, 55391
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
John is an investor in Butterdog Productions since 1996, dedicating minimal time. He is also an investor in Rocket Capital Partners, LP since 2003, where he is a managing member and shareholder of the general partner, Rocket Capital Management, LLC.