Aaron Kolkman
Aaron Kolkman is a CFP-designated registered investment advisor at Fidere Advisors, based in Minnetonka, MN, with 13 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 64 clients with $26M 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 $1000K | 1.25% |
| $1000K - $2.0M | 1.00% |
| $2M+ | 0.75% |
These rates are for General Portfolio Management. Separate Account Management fees are: - Under $100,000: 2.00% per year - $100,000 - $249,999: 1.75% per year - $249,999 - $749,999: 1.25% per year - $749,999 - $999,999: 1.0% per year - $999,999 - $4,999,999: 0.85% per year - Over $4,999,999: 0.50% per year. Fees may be negotiable.
Fee Estimator
Location
13100 Wayzata Blvd, Suite 330, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Aaron is a licensed Life/Health insurance agent and may receive commissions for selling life, disability, and long-term care insurance. He also owns Fidere Media, LLC, which holds rights to The Life Cycle of Wealth (TM) materials and provides web and radio services related to the financial services industry, dedicating a few hours per week to this since 2013.
Employment History
Current Registrations
Fidere Advisors
Previous Registrations
Fidere Advisors
Boulevard
Boulevard
LPL Financial Corporation
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.