Overview

Headquarters
Minneapolis, MN
Total Firm Assets
$1.1 billion
Average High-Net-Worth Client Portfolio Size
$5.0 million
Stated Minimum Account Size
$2,500,000

Fee Disclosure

Source: PMWMG ADV PART 2A 05-01-2026 (2026-06-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $5,000,000 0.90%
$5,000,001 $10,000,000 0.85%
$10,000,001 $20,000,000 0.80%
$20,000,001 $30,000,000 0.75%
$30,000,001 $50,000,000 0.50%
$50,000,001 $75,000,000 0.40%
$75,000,001 $100,000,000 0.35%
$100,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $49,750 1.00%
$10 million $92,250 0.92%
$50 million $347,250 0.69%
$100 million $534,750 0.53%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
75.08%
Number of High-Net-Worth Clients
162
Total Client Accounts
2,040
Discretionary Accounts
1,421
Non-Discretionary Accounts
619

Services Offered

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

Regulatory Filings

SEC CRD Number
330050

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

Frequently Asked Questions