LS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
294 clients
Average Client Portfolio
$9.3M average
Assets Under Management
$2.7B
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are subject to negotiation and discounts may be provided to some clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$300/hr
Ehlers Investment Partners charges an annual advisory fee based on the average daily assets under management. The fees are subject to negotiation and discounts may be provided to some clients. Consulting services are typically billed at $300 per hour or a flat fee. Bidding agent services are also offered, with fees based on the size of the escrow portfolio, subject to IRS regulations.
Areas of Practice
Investment Management
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Advisor Information
Office location
3060 Centre Point Drive, Roseville, MN, 55113-1122
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 →Employment History
Current Registrations
Ehlers
January 2024 - Present · 2 yrs
State Registrations5 states
COILKSMNWI
Advisor
Exams
No exam information available for this advisor.