Overview

Headquarters
Eden Prairie, MN
Total Firm Assets
$141 million
Average High-Net-Worth Client Portfolio Size
$3.6 million

Fee Disclosure

Source: PART 2A: FIRM BROCHURE (2025-03-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $42,500 0.85%
$10 million $80,000 0.80%
$50 million $380,000 0.76%
$100 million $755,000 0.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
73.55%
Number of High-Net-Worth Clients
29
Total Client Accounts
124
Discretionary Accounts
124

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
108423

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

Frequently Asked Questions