Trailhead Planners Fees & Minimum

Overview

Headquarters: Edina, MN
Total Firm Assets: $188 million
Average High-Net-Worth Client Portfolio Size: $3.0 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-07-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.25%
$2,000,001	$10,000,000	1.00%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$55,000	1.10%
$10 million	$105,000	1.05%
$50 million	$305,000	0.61%
$100 million	$555,000	0.56%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 69.11%
Number of High-Net-Worth Clients: 43
Total Client Accounts: 594
Discretionary Accounts: 588
Non-Discretionary Accounts: 6

Services Offered

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

Regulatory Filings

SEC CRD Number: 284610

FORM ADV PART 2A (2026-07-06) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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