| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2M+ | 0.75% |
Fees are negotiable and can be reduced at The Advocate Group's discretion. The actual fee charged to each client shall be determined prior to establishing the arrangement.
601 Carlson Parkway, Suite 1100, Minnetonka, MN, 55305
Get directionsNo 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 →Brennan is the Vice President of Financial (Board) for the American Marketing Association-Minnesota Chapter, a volunteer position.