Judd Axelson is a registered investment advisor at Paratus Wealth Management, LLC, based in Long Lake, MN, with 18 years of industry experience. Judd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 44 clients with $72M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The firm may negotiate the management fee lower on a client-to-client basis depending on the size and complexity of the portfolio managed.
Fee Estimator
Location
1850 W Wayzata Blvd, Suite 260, Long Lake, MN, 55356
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Judd is the owner of Axelson & Associates LLC, a consulting and recruiting business, since 2005. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Paratus Wealth Management, LLC
State Registrations2 states
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