Heather Mae Rypkema Bjorgaard

Golden State Equity Partners, LLC

1 Year of Experience

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Firm Information

Golden State Equity Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

29 advisors

Number of Clients

1,490 clients

Average Client Portfolio

$591K average

Assets Under Management

$880.4M

Fee Structure

Financial Plan Fee:$1,500 - $10,000

Hourly Rate:Up to $350/hr

The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. Financial planning is offered at an hourly rate not exceeding $350 or flat fees ranging from $1,500 to $10,000. Retirement plan consulting is billed hourly (max $250), flat fee ($750-$10,000), or as a percentage of plan assets (max 2.00%).

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching

Advisor Information

Office location

203 Henrietta Ave N, Park Rapids, MN, 56470-2617

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Regulatory 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.

Other Business ActivitiesSells Insurance

Heather works full-time as an Executive Assistant/Financial Advisor for Golden State Equity Partners, LLC and Arise Wealth Management dba Golden State Equity Partners. She also works minimal time as a resident insurance producer.