Kathleen Nelson is a CFP, PFS-designated registered investment advisor at Silveroak Wealth Management LLC, based in Edina, MN, with 8 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 447 clients with $1.7B 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fees for assets over $10,000,000 range from 0.20% to 0.35% and are negotiable. For portfolios less than $500,000, the annual fee is 1.25%.
Fee Estimator
Contact
Kathleen Nelson
Location
3600 Minnesota Drive, Suite 860, Edina, MN, 55435
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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
Kathleen is a partner of Moquist Thorvilson & Kaufmann, an inactive accounting firm. This activity is not investment-related.
Employment History
Current Registrations
Silveroak Wealth Management LLC
State Registrations1 state
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