Kevin Max
Kevin Max is a ChFC-designated registered investment advisor at Bluestem Wealth Partners, LLC, based in Minnetonka, MN, with 40 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,561 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueStem Wealth Partners charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The fee for the initial month is based on the average daily balance of your portfolio at the end of the month. For subsequent months, the fee is paid in advance, based on the average daily balance of your portfolio for the previous month. BlueStem's maximum asset-based fee for their Core Equity Model is 1.75%. They also charge separate asset-based fees for specific services like cash portfolios, CDs, money market accounts, and variable annuities.
Location
13100 Wayzata Blvd., Suite #140, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2004Customer Dispute
June 2003Other Business Activities
Kevin is an advisor at LM Partners, LLC since January 2019, dedicating a significant amount of time (60+ hours per month). He also serves as President of the Delano Senior Center Advisory Council, spending minimal time on this role.
Employment History
Current Registrations
Bluestem Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
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.