Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for retirement plan consulting services are negotiable and can be structured as a flat annual fee, a percentage of assets, or a one-time service fee. The table shows fee ranges based on plan size. For example, for a plan between $0 and $1 million, the fee ranges from 0.1% to 1% or $500 to $10,000. The Plan Level Investment Selection 3(38) service incurs an additional 5 to 10 bps per year. Travel and material costs for employee education are charged separately.
Areas of Practice
Advisor Information
Office location
90 S 7th St 10th & 11th Fls, [Gj-Rbo], Minneapolis, MN, 55402
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.
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Aaron works as a ticket office associate for the Saint Paul Saints and as a general laborer for the Minnesota Twins. These roles are not investment-related and take about a quarter of his time and about 10-20% of his time, respectively.