| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Fees may be individually negotiated.
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418
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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 →Benjamin is involved in several real estate-focused businesses: Tropical Tide LLC, Jaeger Holdings LLC, Winnebago Real Estate, and Winnebago Renovations. He dedicates minimal time to each, with minimal compensation.