Audrey Grubman is a CFP-designated registered investment advisor at Northrock Partners, LLC, based in Minneapolis, MN, with 29 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 2,698 clients with $6.6B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
NorthRock Partners manages investment portfolios for clients, charging a fee based on a percentage of the assets they manage. This fee generally ranges from 0.50% to 1.25% per year, depending on the size and complexity of the client relationship. For assets held at Charles Schwab or Fidelity and managed directly by NorthRock, an additional 0.25% is charged to cover brokerage and transaction fees, bringing the total fee to 0.75% - 1.50% annually. Some clients are billed in arrears, with fees ranging from 0.45% to 0.90% based on the amount of assets managed.
Contact
Audrey Grubman
Location
225 South Sixth Street, Suite 1400, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northrock Partners, LLC
Previous Registrations
Parkside Advisors LLC
State Registrations4 states
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Exams
Additional Information
Audrey is an equity owner of the firm and responsible for the firm’s overall management; in particular, its financial planning and tax consulting services. Audrey has over twenty years of experience in wealth management, advising clients on their investments, financial plans and tax strategies.