| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may vary and are disclosed in the client agreement.
6550 York Ave S Suite 412, Edina, MN, 55435
Get directionsNo 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 →Susan is a partner in Stiles Partnership, a family-owned real estate partnership, since 1993, dedicating minimal time. She is also an independent insurance agent for various companies and a board member for a non-profit, Minnesota Spay and Neuter Assistance Program, dedicating minimal time. Finally, she is the Rotary Foundation Director for the Edina Rotary Club.