| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary based on several factors.
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
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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 →Kimberlee is a Board of Director Member at Platinum Bank since 2021, participating in strategic planning. This takes a few hours per week, some of which occur during securities trading hours.