Ross Levin is a CFP-designated registered investment advisor at Accredited Investors Wealth Management, based in Edina, MN, with 13 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 947 clients with $4.4B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Subject to a $50,000 minimum annual fee, which can be modified at the firm's discretion based on family relationships, life phase, liquidity events, or wealth composition. Legacy fee arrangements are honored.
Fee Estimator
Contact
Ross Levin
Location
5200 West 73rd Street, Edina, MN, 55439-2204
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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
Accredited Investors Wealth Management
Previous Registrations
Accredited Investors INC
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.
Exams
Additional Information
Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA. He also has served on the Board of Governors for the CFP Board of Standards in Denver, Colorado.
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