Sarah Kaelberer
Sarah Kaelberer is a CFP, ChFC-designated registered investment advisor at B&e Investment Advisers, INC., based in Wayzata, MN, with 28 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
B&E Investment Advisers typically charges 1% annually for managing your investments, billed at 0.25% per quarter. However, when using a third-party money manager like Valmark Advisers, the total fee you pay will be the sum of B&E's advisory fee and the third-party manager's program fee. For example, with Valmark's TOPS or ACCESS Plus programs, the total fee is 1.25% annually on the first $1,000,000 and 1.20% on amounts above that. B&E has the discretion to negotiate any B&E fees.
Location
282 E. Wayzata Blvd., P.O. Box 679, Wayzata, MN, 55391
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarah is the president of B&E Investments, Business & Estate Advisers, and B&E Pension Advisers, taking nearly full-time. She is also involved in insurance sales and third-party pension administration. Sarah also owns 50% of SDK Group LLLP, which owns 46% of B&E Real Estate Partnership, and is a board member of the Greater Wayzata Area Chamber of Commerce.
Employment History
Current Registrations
B&e Investment Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Walnut Street Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations16 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.