Overview

Headquarters
Rochester, MN
Total Firm Assets
$112 million
Average High-Net-Worth Client Portfolio Size
$2.5 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: SUPERIOR FINANCIAL ADV PART 2A FOR SEC REGISTRATION V.04.24.26 (2026-04-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 0.95%
$500,001 $1,000,000 0.65%
$1,000,001 and above 0.45%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,000 0.80%
$5 million $26,000 0.52%
$10 million $48,500 0.48%
$50 million $228,500 0.46%
$100 million $453,500 0.45%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
66.47%
Number of High-Net-Worth Clients
30
Total Client Accounts
385
Discretionary Accounts
385

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
148326
  • SUPERIOR FINANCIAL ADV PART 2A FOR SEC REGISTRATION V.04.24.26 (2026-04-24) (fee schedule source) · View brochure text

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

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