Great River Financial
Assets Under Management
$162.1M
Number of Clients
131
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$162.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Great River Financial LLC manages individually tailored investment portfolios and offers financial planning services, typically bundled. Financial planning involves evaluating a client's current and future financial state. They consult with clients to determine risk tolerance and other factors impacting investment and planning needs.
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.10% |
The fee may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Location
9800 Shelard Pkwy, Suite 113, Plymouth, MN, 55441
