Aimee Hatlestad is a CFP-designated registered investment advisor at The Hatlestad Group, based in Edina, MN, with 12 years of industry experience. Aimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 68 clients with $48M 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 | 1.25% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable and may differ based on relationship size, level of services needed, and trading activity.
Fee Estimator
Location
5201 Eden Ave, Suite 300, Edina, MN, 55436
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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
Aimee serves as the Treasurer for the Ripley Memorial Foundation, a non-profit organization, since 2012. She spends a few hours per week providing financial information about the foundation funds.
Employment History
Current Registrations
The Hatlestad Group
Previous Registrations
Bond & Devick Wealth Partners
Bgm Trunorth Wealth Partners, LLC
State Registrations2 states
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