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Eloisa Robison

Gradient Wealth Management
5 Years of Experience
Arden Hills, MN
BrokerSells Insurance
View SEC Summary
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Eloisa Robison is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 5 years of industry experience. Eloisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4105 Lexington Avenue North,, Suite 230, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eloisa is an insurance agent and investment advisor representative (IAR) with Paladin Financial & Paladin Insurance, dedicating full-time hours to financial planning. She also holds an accident, life, and health insurance license through Paladin Insurance and spends minimal time providing administrative services for estate planning through Paladin Legal Services, LLC.

Employment History
Current Registrations
Gradient Securities, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Paladin Financial
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Paladin Capital
July 2022 - July 2023 · 1 yr
Gradient Advisors, LLC
April 2022 - June 2022 · 2 mos
Gradient Advisors, LLC
October 2020 - April 2022 · 1 yr 6 mos
State Registrations5 states
AZCOGAMNNE
AdvisorBrokerBoth

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
No exam information available for this advisor.
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