| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.72% |
Fees are for institutional clients. Private client fee is 1.00% of gross assets under management.
7701 France Avenue South, #300, Edina, MN, 55435
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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 →Andrew is a passive, limited minority investor in 5250 Partners, LLC, which owns, manages, and leases an industrial warehouse. He dedicates minimal time to this activity.