Gradient Wealth Management
Assets Under Management
$591.1M
Number of Clients
3,268
Number of Advisors
96
Average Client AUM
$181K
AUM per Advisor
$6.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gradient Wealth Management offers financial planning and consulting services, including investment advice, retirement planning, estate planning, and education planning. They also provide asset management services, recommending securities and obtaining client approval before executing transactions. GWM may recommend Third-Party Managers (TPM) and provides ERISA plan services.
Fee Structure
Financial planning fees are negotiable and can be fixed or hourly (up to $300/hour). For asset management, the maximum annual fee is 2.00% of assets under management, negotiable based on the money manager, advisor, and account value. Fees are billed monthly or quarterly, in advance or arrears, depending on the money manager. ERISA plan service fees will not exceed 1% annually and are also negotiable. Some TPMs may have account minimums. GWM does not require a minimum to open an account.
Areas of Practice
Location
4105 Lexington Avenue N, Suite 380, Arden Hills, MN, 55126