Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
588 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.85%
$10.0M - $50.0M0.80%
$50.0M - $100.0M0.75%
$100M+0.72%

Fees are for institutional clients. Private client fee is 1.00% of gross assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7701 France Avenue South, Suite 300, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

No 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.

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Employment History
Current Registrations
Punch & Associates Investment Management, INC.
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - March 2016 · 3 yrs 1 mo
Commonwealth Financial NetworkBroker
January 2006 - January 2013 · 7 yrs
Ameriprise Financial Services, INC.Broker
July 2005 - January 2006 · 6 mos
Ids Life Insurance CompanyBroker
July 2005 - January 2006 · 6 mos
Sunamerica Securities, INC.Broker
December 1998 - April 2005 · 6 yrs 4 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.