Barbara Mahr is a CFP-designated registered investment advisor at Kingdom Legacy Advisors, based in Minnetonka, MN, with 33 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 223 clients with $200M 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 $500K | 1.30% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.70% |
| $2.5M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable for individual cases at the firm's discretion.
Fee Estimator
Location
Minnetonka, MN
Get directionsHistory
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
Kingdom Legacy Advisors
Previous Registrations
Bluestem Wealth Partners, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Cambridge Investment Research, INC.Broker
Multi-Financial Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
Locust Street Securities, INC.Broker
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
More Advisors
- Austin Lindberg, CFPKingdom Legacy Advisors
- Aaron Lindberg, CFA, CFPKingdom Legacy Advisors
- Tyler Meyer, CFPOrgel Wealth Management, LLC
- Brandon Larson, CFPWells Fargo Advisors
- Thomas Schwebach, ChFCNorthwestern Mutual Investment Services,llc
- Christian Ray, CFPCaptrust