Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
588 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.85%
$10.0M - $50.0M0.80%
$50.0M - $100.0M0.75%
$100M+0.72%

Fees are for institutional clients. Private client fee is 1.00% of gross assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3601 W. 76th Street, #225, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Punch & Associates Investment Management, INC.
April 2003 - Present · 22 yrs 10 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.
Howard Dean Punch - Financial Advisor | TrueAdvisor