Mary Handke is a CFP-designated registered investment advisor at Birchwood Financial Partners, INC., based in Bloomington, MN, with 13 years of industry experience. Mary 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 7 more. Their firm serves 763 clients with $850M 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is a blended schedule. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Contact
Mary Handke
Location
5601 Green Valley Dr., Suite 600, Bloomington, MN, 55437
Get directionsHistory
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
Mary promotes financial literacy to young people through BestPrep, answering student questions and tailoring content, dedicating minimal time. She also supplies floral arrangements for events as a sole proprietor, spending minimal time on this activity.
Employment History
Current Registrations
Birchwood Financial Partners, INC.
Previous Registrations
Advisornet Wealth Management
State Registrations2 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
Additional Information
Bridget has been quoted in publications such as the Star Tribune, Chicago Tribune and Wall Street Journal and has spoken on personal and women’s finance topics. She has developed a specialty in working with widows, who tend to have unique financial circumstances, and wrote the book Finances for One, a New Widow’s Guide to Managing Money. For over twenty years Bridget has lived in Apple Valley with her husband, Dan. She has two wonderful daughters who inspire her to continue mentoring young people. During her off hours she enjoys the gym, hiking, reading and searching for the area’s best hot and sour soup.