Tracey Simonson
Tracey Simonson is a CFP-designated registered investment advisor at Focus Financial, based in North Branch, MN, with 36 years of industry experience. Tracey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.
Fee Estimator
Location
38877 10th Ave, Suite B, North Branch, MN, 55056
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Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Tracey is an Investment Adviser Representative at Focus Financial - The Simonson Group, dedicating significantly more than full-time hours to this role. She also serves as President of Cameron Financial Corporation for bookkeeping and tax purposes, and is an insurance agent at Focus Financial, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Focus Financial
Osaic Wealth, INC.Broker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Dain Bosworth IncorporatedBroker
Gardner Financial Services, INC.Broker
Offerman & CO., INC.Broker
State Registrations19 states
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
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