Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
588 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.85%
$10.0M - $50.0M0.80%
$50.0M - $100.0M0.75%
$100M+0.72%

Fees are for institutional clients. Private client fee is 1.00% of gross assets under management.

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

Location

7701 France Avenue South, #300, Edina, MN, 55435

Get directions

History

Regulatory History
Clean regulatory record

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
Punch & Associates Investment Management, INC.
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Thrivent Investment Management INC.
March 2023 - March 2024 · 1 yr
Thrivent Investment Management INC.Broker
March 2023 - March 2024 · 1 yr
Ameriprise Financial Services, LLC
November 2020 - February 2023 · 2 yrs 3 mos
Ameriprise Financial Services, LLCBroker
October 2020 - February 2023 · 2 yrs 4 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Khalil Harris - Financial Advisor | TrueAdvisor