Great River Financial
Assets Under Management
$162.1M
Number of Clients
131
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$162.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Great River Financial LLC manages individually tailored investment portfolios based on client needs and goals. They offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Investment management on held away assets is also offered.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.10% |
The fee may be negotiable in certain cases.
Fee Estimator
The standard advisory fee is based on the market value of assets under management. The annual fee is 1.00% for the first $750,000 and 0.10% for amounts above $750,001. Fees are paid monthly in arrears based on the average daily balance of all household accounts. For clients with a household account value of less than $250,000, services may be limited to investment management. Hourly financial planning engagements are offered on a limited basis at a rate ranging from $300-$400 per hour.
Areas of Practice
Location
9800 Shelard Pkwy, Suite 113, Plymouth, MN, 55441
