Overview
- Headquarters
- Edina, MN
- Total Firm Assets
- $241 million
- Average High-Net-Worth Client Portfolio Size
- $0.9 million
Fee Disclosure
Source: ADV PART 2A & 2B SEC (2026-03-29) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.20% |
| $500,001 | $3,000,000 | 1.00% |
| $3,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.80% |
| $10,000,001 | $25,000,000 | 0.70% |
| $25,000,001 | $50,000,000 | 0.40% |
| $50,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,000 | 1.10% |
| $5 million | $48,000 | 0.96% |
| $10 million | $88,000 | 0.88% |
| $50 million | $293,000 | 0.59% |
| $100 million | $443,000 | 0.44% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 59.78%
- Number of High-Net-Worth Clients
- 159
- Total Client Accounts
- 526
- Discretionary Accounts
- 526
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 179516
- ADV PART 2A & 2B SEC (2026-03-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗