Assets Under Management
$713.3M
Number of Clients
385
Number of Advisors
11
Average Client AUM
$1.9M
AUM per Advisor
$64.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Advocate Group offers financial planning and investment management services tailored to individual client needs. Financial planning covers various topics, while investment management provides ongoing supervision of client investment accounts. They provide customized investment recommendations and may use discretionary or non-discretionary trading authority.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2M+ | 0.75% |
Fees are negotiable and can be reduced at The Advocate Group's discretion. The actual fee charged to each client shall be determined prior to establishing the arrangement.
601 Carlson Parkway, Suite 1100, Minnetonka, MN, 55305