Rolf Johnsen is a registered investment advisor at Kellogg Asset Management, LLC, based in St. Louis Park, MN, with 7 years of industry experience. Rolf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $2.9B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.90% |
| $15.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Schedule reflects equity management fees. Fixed income management and model portfolios have separate schedules starting at 0.50% for the first $5M. Fees may be negotiable.
Fee Estimator
Location
5353 Wayzata Blvd, St. Louis Park, MN, 55416
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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
Rolf is a member of the Landmark Investment Committee for The Basilica Landmark of Saint Mary's, allocating endowments and dedicating minimal time. He also owns 50% of Chaparral Management LLC, a passive investment in commercial real estate, and spends minimal time monitoring real estate prices.
Employment History
Current Registrations
Kellogg Asset Management, LLC
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.
Exams
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