| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.72% |
Fees are for institutional clients. Private client fee is 1.00% of gross assets under management.
5500 Wayzata Boulevard, Suite 400, Golden Valley, MN, 55416
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Learn about disclosures →Heather is a notary public for the State of Minnesota since January 2023, dedicating minimal time to this activity. This activity is not investment-related.