Robert Klefsaas is a CFP-designated registered investment advisor at All Star Financial, based in Minneapolis, MN, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 558 clients with $880M 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 $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The annual fee may be negotiable for accounts over $10,000,001.
Fee Estimator
Location
3800 American Blvd West, Suite 620, Minneapolis, MN, 55431
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Robert is the Chairman of the Board at Bank Vista, President of Hays Investment Advisors, and affiliated with All Star Financial. He also serves as a Director and Advisor for ID Insight, a bank fraud software company, dedicating a few hours per week.
Employment History
Current Registrations
All Star Financial
Previous Registrations
All Star Financial INC
State Registrations2 states
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.