JG
JG

James Michael Groetsch

15 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
294 clients
Average Client Portfolio
$9.3M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.50%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.20%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3060 Centre Point Drive, Roseville, MN, 55113-1122

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ehlers
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Pruco Securities, LLC.Broker
September 2023 - November 2023 · 2 mos
Charles Schwab & CO., INC.
April 2016 - September 2020 · 4 yrs 5 mos
Charles Schwab & CO., INC.Broker
March 2012 - September 2020 · 8 yrs 6 mos
Sia Securities CorporationBroker
September 2008 - February 2012 · 3 yrs 5 mos
Thrivent Investment Management INC.Broker
August 2007 - September 2008 · 1 yr 1 mo
State Registrations5 states
COILKSMNWI
Advisor
Exams
No exam information available for this advisor.