Brennan Skon is a CFP-designated registered investment advisor at The Advocate Group, LLC, based in Minnetonka, MN, with 5 years of industry experience. Brennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 394 clients with $810M 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 $2.0M | 0.95% |
| $2M+ | 0.75% |
Standard fee schedule spans from 0.35% to 0.95%. Fees are negotiable and can be reduced or charged as a flat fee at the firm's discretion. Clients with $3,000,000 or more receive financial planning included.
Fee Estimator
Location
701 Carlson Parkway, Suite 520, Minnetonka, MN, 55305
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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 →Other Business Activities
Brennan is the Vice President of Financial (Board) for the American Marketing Association-Minnesota Chapter, a volunteer position.
Employment History
Current Registrations
The Advocate Group, LLC
Previous Registrations
Schwarz Dygos Wheeler Investment Advisors LLC
Ameriprise Financial Services, LLCBroker
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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