Mallory Kretman is a CFP-designated registered investment advisor at Laurel Wealth Planning, based in Edina, MN, with 10 years of industry experience. Mallory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 168 clients with $400M 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 $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.3M | 0.90% |
| $1.3M - $2.3M | 0.85% |
| $2.3M - $4.3M | 0.70% |
| $4.3M - $7.8M | 0.60% |
| $7.8M - $20.0M | 0.50% |
| $20M+ | 0.50% |
All fees may be negotiated at the Adviser’s choice.
Fee Estimator
Location
3300 Edinborough Way, Suite 790, Edina, MN, 55435
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 →Employment History
Current Registrations
Laurel Wealth Planning
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.