Eric Gardner is a CFA-designated registered investment advisor at All Star Financial, based in Minneapolis, MN, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 558 clients with $880M 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 | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The annual fee may be negotiable for accounts over $10,000,001.
Fee Estimator
Location
3800 American Blvd West, Suite 620, Minneapolis, MN, 55431
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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 →Employment History
Current Registrations
All Star Financial
Previous Registrations
All Star Financial INC
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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