Accredited Investors Wealth Management's Form ADV discloses 1.00% on the first $5 million, 0.75% on the next $5 million, 0.50% on the next $5 million, and 0.25% on assets above $15 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #105439), Accredited Investors Wealth Management is subject to fiduciary duty under federal law.
Accredited Investors Wealth Management is headquartered in EDINA, MN.
Accredited Investors Wealth Management serves 709 high-net-worth clients according to their SEC filing dated August 6, 2026. View client details ↓
According to their SEC Form ADV, Accredited Investors Wealth Management offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Accredited Investors Wealth Management manages $4.4 billion in client assets according to their SEC filing dated August 6, 2026.
According to their SEC Form ADV, Accredited Investors Wealth Management serves high-net-worth individuals. View client details ↓