| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for amounts over $2,000,000.
809 Mainstreet, Hopkins, MN, 55343
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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 →Suzanne works as a direct support professional and caregiver for a handicapped person. This non-investment related activity takes about 10-20% of Suzanne's time.