Arlene Kielley is a registered investment advisor at Somerset Group LLC, based in Wayzata, MN, with 12 years of industry experience. Arlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 54 clients with $140M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and payment terms may be negotiated. A discount from the standard fee may be offered to accounts of persons associated with Somerset Group or members of their family.
Fee Estimator
Location
15600 Wayzata Blvd, Suite 304, Wayzata, MN, 55391
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Somerset Group LLC
State Registrations1 state
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