Dylan Knutson is a registered investment advisor at Lifelong Wealth Advisors, INC., based in Arden Hills, MN. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 865 clients with $710M 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 $300K | 1.75% |
| $300K - $600K | 1.50% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.25% |
Fee schedule is for the 'Standard' service level. Other service levels ('Hybrid' and 'Compact') have different fee schedules. The firm may charge a fixed fee for investment management services, which is individually negotiated.
Fee Estimator
Location
1150 County Road E West, Arden Hills, MN, 55112
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Regulatory History
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
Lifelong Wealth Advisors, INC.
Previous Registrations
Osaic Wealth, INC.Broker
State Registrations1 state
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.