Lindy Venustus is a CFP-designated registered investment advisor at Create, LLC, based in Bloomington, MN, with 11 years of industry experience. Lindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 19 clients with $3.8M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
These fees are in addition to financial planning fees. When client’s assets managed reach $1,500,000 then the ongoing financial planning fee will be waived. Betterment charges a wrap fee ranging from 0.12% to 0.20% of your account balance, but Create, LLC clients receive a negotiated rate of 0.15%.
Fee Estimator
Contact
Lindy Venustus
Location
8400 Normandal Lake Blvd, Suite 920, Bloomington, MN, 55437
Get directionsHistory
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
Lindy works on a contract basis providing financial planning advice for Origin Financial and is an investment advisor representative for Create LLC, dedicating nearly full-time hours to the latter. Lindy also engages in various other activities, including dog walking/sitting, Toastmasters, volunteering, artistic pursuits, and membership in the MN Watercolor Society.
Employment History
Current Registrations
Create, LLC
Previous Registrations
Origin Financial
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State Registrations2 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.