Rebecca Lair is a registered investment advisor at Adams-Hansen & Associates, based in Minnetonka, MN, with 5 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 80 clients with $64M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.60% |
| $9M+ | 0.40% |
Fees are negotiable. Institutional clients are charged either an agreed upon annual fee or 0.4% for defined contribution plans.
Fee Estimator
Location
13911 Ridgedale Drive, Suite 170, Minnetonka, MN, 55305
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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
Adams-Hansen & Associates
State Registrations1 state
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