PI
PI
Patrick Illies
15 Years of Experience
Plymouth, MN
1 Disclosure
Patrick Illies is a registered investment advisor at Twin Cities Retirement Group, based in Plymouth, MN, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 87 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
87 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$134.9M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15600 36th Ave N, Suite 240, Plymouth, MN, 55446
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2009Final
Employment History
Current Registrations
Twin Cities Retirement Group
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Financial Network Investment CorporationBroker
April 2005 - February 2009 · 3 yrs 10 mos
Citigroup Global Markets INC.
October 2004 - April 2005 · 6 mos
Citigroup Global Markets INC.Broker
April 2004 - April 2005 · 1 yr
State Registrations2 states
MNTX
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.