Conner Kolodge
Conner Kolodge is a CFP, PFS-designated registered investment advisor at Cherry Tree Wealth Management, LLC, based in Minnetonka, MN, with 9 years of industry experience. Conner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 334 clients with $670M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $40.0M | 0.35% |
| $40M+ | 0.32% |
Fees are negotiable based on client complexity, account composition, and related accounts. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
301 Carlson Parkway, Suite 103, Minnetonka, MN, 55305
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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
Conner works part-time as a consultant lecturer for Employee Assistance Plans, giving 1-2 presentations per month on budgeting and general financial topics. This activity is not investment-related.
Employment History
Current Registrations
Cherry Tree Wealth Management, LLC
State Registrations6 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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