Ashley Klemann is a CFP-designated registered investment advisor at Boyum Wealth Architects LLC, based in Bloomington, MN, with 4 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 454 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The complexity of the wealth design and services may adjust the percentage charged by as much as 0.50%. Fees may be negotiated.
Fee Estimator
Location
3050 Metro Drive, Suite 200, Bloomington, MN, 55425
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Boyum Wealth Architects LLC
Previous Registrations
Creative Planning
Wipfli Financial Advisors, LLC
State Registrations1 state
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