Cole Hystead is a CFP-designated registered investment advisor at Logan Park Wealth Management, based in Minneapolis, MN, with 15 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 408 clients with $460M 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 | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable at the sole discretion of the advisor. A minimum annual fee of $3,000 generally applies to accounts under $500,000. Cash management services range from 0.10% to 0.25%. Trust services add 0.25% to 0.50% depending on asset size.
Fee Estimator
Location
121 S. 8th Street, Suite 1110, Minneapolis, MN, 55402
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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
Cole engages in fiduciary activities, acting as an attorney-in-fact, trustee, conservator, guardian, executor, or personal representative.
Employment History
Current Registrations
Logan Park Wealth Management
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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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