Overview

Headquarters
Bloomington, MN
Total Firm Assets
$564 million
Average High-Net-Worth Client Portfolio Size
$2.5 million
Stated Minimum Account Size
$50,000

Fee Disclosure

Source: FORM ADV PART 2A BROCHURE (2026-01-15) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.60%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $45,000 0.90%
$10 million $75,000 0.75%
$50 million $275,000 0.55%
$100 million $525,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
61.38%
Number of High-Net-Worth Clients
141
Total Client Accounts
1,155
Discretionary Accounts
1,002
Non-Discretionary Accounts
153

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
161261

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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