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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $37M 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 $25K | 4.00% |
| $25K - $100K | 1.00% |
| $100K - $250K | 0.80% |
| $250K - $500K | 0.60% |
| $500K - $999K | 0.60% |
| $999K - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.47% |
Fees are payable quarterly in advance and may be negotiated at the advisor's discretion.
Fee Estimator
Location
Northfield, MN
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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 →Employment History
Current Registrations
Wealth Span Capital Management
Previous Registrations
Heritage Wealth Architects, LLC
State Registrations1 state
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.
Exams
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