John Twele is a CFA-designated registered investment advisor at Twele Capital Management, INC., based in Minnetonka, MN, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $580M 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 | 0.65% |
| $5M+ | 0.50% |
Institutional client fees are negotiable based on size and scope. Discounts can be offered to family members and friends of associated persons of our firm.
Fee Estimator
Location
5601 Smetana Drive, Suite 707, Minnetonka, MN, 55343-9196
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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
Twele Capital Management, INC.
State Registrations2 states
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