Robert Britton
Robert Britton is a registered investment advisor at Minneapolis Portfolio Management Group, LLC, based in Wayzata, MN, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,782 clients with $900M 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 $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $5.0M | 1.60% |
| $5M+ | 1.40% |
Fees are negotiable and may vary significantly from client to client. MPMG may aggregate related accounts for purposes of the fee break points.
Fee Estimator
Location
3620 County Road 101 S., Wayzata, MN, 55391
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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
Robert is the President of CFA Society Minnesota since September 2023, dedicating a few hours per week to this role. He is also a co-owner and co-operator of Tortoise Properties, LLC since April 2023, spending minimal time on this.
Employment History
Current Registrations
Minneapolis Portfolio Management Group, LLC
State Registrations1 state
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