Bjorn Amundson is a CFP-designated registered investment advisor at Quarry Hill Advisors, based in Saint Paul, MN, with 17 years of industry experience. Bjorn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 203 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quarry Hill Advisors manages investment portfolios for a fee based on a percentage of the assets they manage, up to 1% per year. The fee is calculated quarterly and paid in advance. The fee is tiered, meaning the percentage you pay may decrease as the value of your portfolio increases. The annual fees are negotiable. If you have assets held in an annuity product, those assets will be billed separately at a flat rate that will not exceed 1% annually.
Location
550 Vandalia Street, Suite 311, Saint Paul, MN, 55114
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 Activities
Bjorn serves on the board of directors for Compass Ministries, a church ministry, dedicating minimal time. Bjorn also operates a basement rental business as a sole proprietor and works as a CFP instructor for Kaplan Financial Education for a few hours per week.
Employment History
Current Registrations
Quarry Hill Advisors
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
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.