James Groetsch is a registered investment advisor at Ehlers, based in Minneapolis, MN, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 300 clients with $3.6B 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 $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are applied to average daily assets under management and are billed monthly. All fees and terms are subject to negotiation at the discretion of Ehlers Investment Partners.
Fee Estimator
Location
3001 Broadway Street Ne, Suite 320, 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 →Employment History
Current Registrations
Ehlers
Previous Registrations
Pruco Securities, LLC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Sia Securities CorporationBroker
Thrivent Investment Management INC.Broker
State Registrations5 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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