Ernesto Marin

3 Years of Experience

1 Disclosure

Ernesto Marin is a registered investment advisor at Gradient Investments, LLC, based in Arden Hills, MN, with 3 years of industry experience. Ernesto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26,563 clients with $8.2B in assets under management.

Gradient Investments, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

26,563 clients

Average Client Portfolio

$309K average

Assets Under Management

$8.2B

Fee Structure

Minimum Investment:$25K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.00%

Strategic Portfolios: 2.00% annually. Tactical Portfolios: 1.80% annually. Allocation & Defined Outcome Portfolios: 1.70% annually. Preservation Portfolios: 1.00% annually. Private Wealth Series: 1.50% annually. Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126

Get directions

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.

Criminal

June 2017

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Gradient Investments, LLC

June 2022 - Present · 3 yrs 10 mos

State Registrations2 states

MNTX

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.