Assets Under Management
$591.1M
Number of Clients
3,268
Number of Advisors
96
Average Client AUM
$181K
AUM per Advisor
$6.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gradient Wealth Management provides financial planning and consulting services, including investment advice, retirement planning, insurance review, and estate planning. They also offer asset management through recommendations of third-party managers (TPMs) and non-discretionary direct asset management. They also provide ERISA plan services.
4105 Lexington Avenue N, Suite 380, Arden Hills, MN, 55126