| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Related accounts can be combined for fee paying purposes.
50 South Sixth Street Suite 1405, Minneapolis, MN, 55402
Get directionsNo 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 →Paul is a singer and section leader for The National Lutheran Choir, a non-profit choral organization, since 2013. He dedicates a few hours per week to this activity, which is not investment-related.