Phoebe Bird
Phoebe Bird is a registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 5 years of industry experience. Phoebe 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 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
130 Cheshire Lane, Suite 130, Minnetonka, MN, 55305
Get directionsHistory
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 ActivitiesSells Insurance
Phoebe is an insurance agent selling various insurance products and owns a rental property since April 2022. She spends a few hours per week on the rental property, mainly on maintenance and rent collection.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Osaic Wealth, INC.Broker
Everest Financial Group
Securities America, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Advisornet Wealth Management
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.