Overview
- Headquarters
- Plymouth, MN
- Total Firm Assets
- $408 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
- Stated Minimum Account Size
- $50,000
Fee Disclosure
Source: ADVISORY SOLUTIONS GROUP - PALOUSE (2026-08-21)
· View brochure text
Latest filing: ADVISORY SOLUTIONS GROUP LLC ADV 2A (2026-08-21)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $6,000 | 0.60% |
| $5 million | $30,000 | 0.60% |
| $10 million | $50,000 | 0.50% |
| $50 million | $210,000 | 0.42% |
| $100 million | $410,000 | 0.41% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 41.66%
- Number of High-Net-Worth Clients
- 106
- Total Client Accounts
- 2,062
- Discretionary Accounts
- 2,062
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 339919
- ADVISORY SOLUTIONS GROUP LLC ADV 2A (2026-08-21) · View brochure text
- ADVISORY SOLUTIONS GROUP - PALOUSE (2026-08-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗