Katherine Then is a registered investment advisor at Laurel Wealth Planning, based in Edina, MN, with 1 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 168 clients with $400M 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 $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.3M | 0.90% |
| $1.3M - $2.3M | 0.85% |
| $2.3M - $4.3M | 0.70% |
| $4.3M - $7.8M | 0.60% |
| $7.8M - $20.0M | 0.50% |
| $20M+ | 0.50% |
All fees may be negotiated at the Adviser’s choice.
Fee Estimator
Location
3300 Edinborough Way, Suite 790, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Laurel Wealth Planning
State Registrations1 state
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