| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Associated Persons can negotiate fees within the disclosed range.
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426
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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 →Tanner works as a Registered Representative for a Broker Dealer, dedicating about 10% of their time to this role. Tanner also works for Affiance Financial as a Registered Investment Advisor, dedicating twice the amount of full-time hours to this role.