Aaron Lindberg is a CFA, CFP-designated registered investment advisor at Kingdom Legacy Advisors, based in Minnetonka, MN, with 27 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. 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 and may be lower than the standard fee shown.
Fee Estimator
Location
Minnetonka, MN
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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 →Employment History
Current Registrations
Kingdom Legacy Advisors
Previous Registrations
Gen Financial Management INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Farmers Financial Solutions, LLCBroker
Dougherty & Company LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.