Lori Bale is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 10 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,501 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Ridge offers separately managed accounts where third-party managers handle your investments. Fees for these accounts vary from 0.25% to 2.25% of the assets managed, not to exceed a cumulative fee of 2.50%. These fees are paid to the third-party manager, who then remits a portion to Oak Ridge. In some cases, Oak Ridge charges the advisory fees directly to the client.
Location
701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089
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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 →Other Business Activities
Lori works as an election judge for Minneapolis Elections & Voter Services since 2018. This activity takes place on election days and is not investment-related.
Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC.Broker
The Oak Ridge Financial Services Group, INC
State Registrations21 states
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