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KI
KI

Kristine Elizabeth Iten

Stiles Financial Services, INC.
4 Years of Experience
1 DisclosureMay Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
Stiles Financial Services, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
250 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$439.3M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.15%
$500K - $1.0M0.95%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees may vary and are disclosed in the client agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

7505 Metro Blvd, Suite 510, Edina, MN, 55439

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stiles Financial Services, INC.
January 2021 - Present · 5 yrs 1 mo
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.