David Wolfe
David Wolfe is a registered investment advisor at Advanced Advisor Group, LLC, based in Coon Rapids, MN, with 31 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $11M 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 $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed income and cash management accounts have a separate fee schedule (0.60% for under $100,000 and 0.36% for $100,000 and above).
Fee Estimator
Location
11599 Robinson Dr. Nw, Coon Rapids, MN, 55433
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2006Customer Dispute
December 2003Other Business Activities
David is a member of an investment club and part-owner in two apartment complexes (BBW LLC and Coalition of the Willing LLC). He spends minimal time per month on these activities, none during business hours.
Employment History
Current Registrations
Advanced Advisor Group, LLC
Efs Advisors
Advanced Advisor Group, LLCBroker
Previous Registrations
Educator's Financial Services, INC.
Great American Advisors, INC.Broker
State Registrations17 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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