Tristan Cox is a CFP-designated registered investment advisor at Wealth Span Capital Management, based in Northfield, MN, with 11 years of industry experience. Tristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 26 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Span Capital charges a fixed annual fee based on the amount of your portfolio. For example, $1,000 per year for portfolios between $25,000 and $100,000, and $2,000 per year for portfolios between $100,001 and $250,000. These fees are paid quarterly in advance and may be negotiable.
Location
Northfield, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealth Span Capital Management
Previous Registrations
Heritage Wealth Architects, LLC
State Registrations1 state
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