| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $5.0M | 1.35% |
| $5M+ | 1.10% |
800 Nicollet Mall, Minneapolis, MN, 55402
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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 →Brandon receives commission residuals from life insurance sales through Five Star Financial Resources, an activity that started in 2014. This activity is not investment-related and requires minimal time.