Michael Wallace is a CFA-designated registered investment advisor at White Pine Capital LLC, based in Bloomington, MN, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Wealth Management Services Accounts. Fees negotiable over $25 million.
Fee Estimator
Location
3800 American Blvd West, Suite 645, Bloomington, MN, 55431
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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 →Other Business Activities
Michael is a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership, since 2003. It is difficult to approximate the number of hours devoted to this business, as his duties and hours spent researching investments are beneficial to both companies.
Employment History
Current Registrations
White Pine Capital LLC
State Registrations3 states
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