Ingrid Strauss is a CFP-designated registered investment advisor at Cordis Financial, LLC, based in Minneapolis, MN, with 19 years of industry experience. Ingrid 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 273 clients with $360M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
3001 Broadway Street Ne, Suite 100, Minneapolis, MN, 55413
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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
Ingrid is involved with O'Hara Farms LLC and O'Hara Investments LLC, both since 2017. These are family farm and rental property businesses, respectively, and each requires minimal time.
Employment History
Current Registrations
Cordis Financial, LLC
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations1 state
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