Areas of Practice
Business OwnersEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
30 clients
Average Client Portfolio
$955K average
Assets Under Management
$28.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $2.5M | 0.40% |
| $2.5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Rodney Roath
Location
12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343-9347
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
January 1991Employment History
Current Registrations
Money Matters
January 2014 - Present · 12 yrs 2 mos
State Registrations1 state
MN
Advisor
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
No exam information available for this advisor.
Contact
Rodney Roath