Joel Mccann is a registered investment advisor at Bluestem Wealth Partners, LLC, based in Minnetonka, MN, with 15 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,561 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueStem Wealth Partners charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The fee for the initial month is based on the average daily balance of your portfolio at the end of the month. For subsequent months, the fee is paid in advance, based on the average daily balance of your portfolio for the previous month. BlueStem's maximum asset-based fee for their Core Equity Model is 1.75%. They also charge separate asset-based fees for specific services like cash portfolios, CDs, money market accounts, and variable annuities.
Location
13100 Wayzata Blvd., Suite #140, Minnetonka, MN, 55305
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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.
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Joel is on the Board of Directors for LM Partners, LLC, dedicating a significant amount of time to this investment-related activity. He also serves on the board of the Kiwanis Club and is Vice Chair of Zion Lutheran Church Endowment committee, and may act in a fiduciary capacity.
Employment History
Current Registrations
Bluestem Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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