Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
6,728 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$12.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees charged quarterly in advance. Fees may be individually negotiated.

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

220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505

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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.

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Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.