Austin Mandelkow is a CFP-designated registered investment advisor at Financial Perspectives, based in Minneapolis, MN, with 7 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 690 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Perspectives, Inc. offers investment management services where they manage client accounts on an ongoing basis. The fees are calculated as a percentage of the value of your portfolio and are paid quarterly. The exact fee is specified in your agreement. The fees are negotiable based on factors like the amount you invest and the complexity of your situation.
Location
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN, 55447-5341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Austin is associated with Financial Perspectives, Inc. as a registered investment advisor (RIA) since 2005 and FP Tax & Accounting, LLC, assisting with tax preparation since 2022. Austin also holds a Notary Public Commission since 2025.
Employment History
Current Registrations
Financial Perspectives
State Registrations1 state
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