Gradient Investments, LLC
Assets Under Management
$6.6B
Number of Clients
24,542
Number of Advisors
22
Average Client AUM
$267K
AUM per Advisor
$298.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gradient Investments, LLC (GI) offers investment management services to institutional accounts, individuals, pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, and small businesses. GI manages portfolios on a discretionary basis, utilizing mutual funds, ETFs, individual equities, and money market funds. GI may hire sub-advisors and offers strategic, tactical, allocation, defined outcome, preservation, and private wealth series portfolios.
Fee Structure
You'll pay an annual fee based on the type of portfolio you choose and the assets in the account. Strategic portfolios have a 2.00% annual fee, Tactical portfolios are 1.80%, Allocation and Defined Outcome portfolios are 1.70%, Preservation portfolios are 1.00%, and Private Wealth Series portfolios are 1.50%. Client Directed Accounts have a $300 annual fee. These fees do not include brokerage fees or custodial fees. GI also charges an annual account service and technology/administrative fee of $60. Minimum account sizes apply: $25,000 for Preservation, $50,000 for Allocation, $100,000 for Strategic and Tactical, $250,000 for Private Wealth Horizon, and $100,000 for Private Wealth Income Edge. Fees are negotiable and assessed quarterly in arrears.
Areas of Practice
Location
4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126