Derek Swedberg
Derek Swedberg is a registered investment advisor at Pack Private Wealth, LLC, based in Wayzata, MN, with 18 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 357 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PACK Private Wealth charges a percentage of your portfolio annually for wealth management services. The fee ranges from 0.50% to 1.50% per year, depending on the amount they manage. Fees are paid quarterly, in advance. Certain clients may be offered a fixed rate fee schedule. These fees do not include brokerage or custody fees.
Location
1905 Wayzata Blvd., Suite 320, 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 ActivitiesSells Insurance
Derek is involved in several business activities, including working as a consultant for Lifespark, serving as a trustee for Red Barn Holdings LLC, acting as Executive Chairman for PACK Private Capital LLC, and serving on the advisory board for MKTA 55+ Developer, LLC. He also has a commissionable insurance business, dedicating about 5% of his time to it.
Employment History
Current Registrations
Pack Private Wealth, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
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.