| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
215 W. Washington Ave., Fergus Falls, MN, 56537
Get directionsNo 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 →Linda is a registered representative with American Investors Company, spending a few hours per week on securities-related activities. She also owns Calhoun Financial Services, providing tax and financial planning services, and is involved in real estate sales and brokerage through Calhoun Realty and The Cornish Group LLC. Additionally, Linda serves as a probate executor and trustee, dedicating minimal time to these roles.