Ross Levin is a CFP-designated registered investment advisor at Accredited Investors Wealth Management, based in Edina, MN, with 12 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 900 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accredited has other past fee schedules and fee minimum arrangements in effect, which include fee schedules and minimum annual fees that are lower than those shown above. Accredited honors these legacy arrangements. Fees are non-negotiable and subject to a minimum annual fee of $50,000. The minimum fee can be modified at Accredited’s sole discretion. There are limited exceptions to the minimum annual fee that are considered by Accredited, including but not limited to family relationships, life phase, anticipated liquidity events and/or composition of wealth.
Fee Estimator
Contact
Ross Levin
Location
5200 West 73rd Street, Edina, MN, 55439-2204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Accredited Investors Wealth Management
Previous Registrations
Accredited Investors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA. He also has served on the Board of Governors for the CFP Board of Standards in Denver, Colorado.