Overview
- Headquarters
- Excelsior, MN
- Total Firm Assets
- $242 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
- Stated Minimum Account Size
- $750,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-01-22) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $60,000 | 0.60% |
| $50 million | $260,000 | 0.52% |
| $100 million | $510,000 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 91.33%
- Number of High-Net-Worth Clients
- 72
- Total Client Accounts
- 326
- Discretionary Accounts
- 326
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 108048
- FORM ADV PART 2A (2026-01-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗