Laurel Wealth Planning Fees & Minimum

Overview

Headquarters: Edina, MN
Total Firm Assets: $454 million
Average High-Net-Worth Client Portfolio Size: $3.4 million

Fee Disclosure

Source: FORM ADV PART 2 (2026-05-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$200,000	1.25%
$200,001	$500,000	1.00%
$500,001	$1,300,000	0.90%
$1,300,001	$2,300,000	0.85%
$2,300,001	$4,300,000	0.70%
$4,300,001	$7,800,000	0.60%
$7,800,001	$20,000,000	0.50%
$20,000,001	and above	Negotiable

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$39,400	0.79%
$10 million	$67,200	0.67%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 95.76%
Number of High-Net-Worth Clients: 129
Total Client Accounts: 1,008
Discretionary Accounts: 986
Non-Discretionary Accounts: 22

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 122035

FORM ADV PART 2 (2026-05-26) (fee schedule source) · View brochure text

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

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