Julie Hetland is a CFP, ChFC-designated registered investment advisor at Fpnavigators, based in Maple Grove, MN, with 25 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 433 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.50% |
| $40.0M - $75.0M | 0.45% |
| $75.0M - $150.0M | 0.43% |
| $150M+ | 0.40% |
Annual fees are negotiable. Families may use combined AUM totals for billing purposes.
Fee Estimator
Location
7365 Kirkwood Court N, Suite 330, Maple Grove, MN, 55369
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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 →Employment History
Current Registrations
Fpnavigators
Previous Registrations
Bleakley Financial Group, LLC
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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