Ellen Horan is a CFP-designated registered investment advisor at Boulay Wealth, based in Eden Prairie, MN, with 10 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,123 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees typically range from 0.60% to 1.95% based on size, nature, and complexity. Minimum total annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
11095 Viking Drive, Suite 500, Eden Prairie, MN, 55344
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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
Boulay Wealth
Previous Registrations
Valmark Securities, 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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