Gradient Advisors, LLC
Assets Under Management
$218.6M
Number of Clients
3,220
Number of Advisors
168
Average Client AUM
$68K
AUM per Advisor
$1.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gradient Advisors, LLC provides investment advisory services through IARs, including investment management, financial planning, and consulting. They may use Third-Party Money Managers (TPMM) and receive referral fees. Services are tailored to individual client needs and risk tolerance.
Fee Structure
Fees are received from third-party money managers and investment management platforms for asset management services, and fixed or hourly fees for financial planning services. Financial planning fees range from $50-$300 per hour or a fixed fee of $300 to over $2,000, based on complexity and advisor experience. The maximum annual asset management fee is 1.5%, negotiable based on the money manager, advisor, and account value.
Areas of Practice
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126