John Ehrenfeld is a CFP-designated registered investment advisor at Your Path Wealth Management, based in Bloomington, MN, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable and household accounts may be aggregated. The fee schedule includes outside manager compensation.
Fee Estimator
Location
Bloomington, MN
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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 →Employment History
Current Registrations
Your Path Wealth Management
Previous Registrations
Cx Institutional, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
First Heartland Capital, INC.Broker
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
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