Kristin Garrett is a CFP-designated registered investment advisor at Financial Empowerment LLC, based in Burnsville, MN, with 8 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 100 clients with $130M 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 | 0.65% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.45% |
Rates apply to Individual Portfolio Management. The firm also offers a model portfolio program at a flat 0.40% AUM fee. Both programs include a separate flat financial planning fee ranging from $500 to $5,000.
Fee Estimator
Location
11995 County Road 11, #130, Burnsville, MN, 55337
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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
Financial Empowerment LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 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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