Areas of Practice
Business OwnersEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
30 clients
Average Client Portfolio
$955K average
Assets Under Management
$28.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $2.5M | 0.40% |
| $2.5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Brendan Roath
Location
12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343-9347
Get directionsHistory
Regulatory History
Clean regulatory record
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
Money Matters
June 2018 - Present · 7 yrs 9 mos
State Registrations1 state
MN
Advisor
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
No exam information available for this advisor.
Additional Information
Rod was selected Five Star Best in Client Satisfaction Wealth Manager for 2018 in a survey conducted by Mpls.St.Paul and Twin Cities Business magazines. Money Matters recently celebrated its 20 year anniversary.
Contact
Brendan Roath