Dana Menard
Dana Menard is a CFP-designated registered investment advisor at Twin Cities Wealth Strategies, INC., based in Maple Grove, MN, with 23 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 72 clients with $29M 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 | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. The above fee schedule does not include the advisory fee paid to XYIS and SEI.
Fee Estimator
Contact
Dana Menard
Location
11670 Fountains Drive, Suite 200, Maple Grove, MN, 55369
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
Dana is an independent insurance agent since 2003, evaluating client needs and offering term and fixed life insurance options, dedicating about 10-20% of their time. Dana also works part-time as a manufacturer's representative for All American Representatives, Inc., spending a few hours per week assisting with trade shows and displays.
Employment History
Current Registrations
Twin Cities Wealth Strategies, INC.
Previous Registrations
Royal Alliance Associates, INC.
Financial Dimensions Group, INC.
Royal Alliance Associates, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.
Exams