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Aaron Banke

5 Years of Experience
Eden Prairie, MN

Aaron Banke is a registered investment advisor at Murphy Pohlad Asset Management LLC, based in Eden Prairie, MN, with 5 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 113 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
113 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$639.7M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.90%
$5M+0.70%

Fees may be higher or lower than the basic fee schedule based on various factors. Negotiated fixed fee arrangements have been entered into with a few clients in the past.

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

7480 Flying Cloud Drive, Suite 120, Eden Prairie, MN, 55344

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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
Murphy Pohlad Asset Management LLC
October 2020 - Present · 5 yrs 6 mos
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.