Calvin Treichler is a CFP-designated registered investment advisor at Guide Financial Planning, based in Shoreview, MN, with 4 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 132 clients with $70M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
3600 Lexington Ave N, Ste 204, Shoreview, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Guide Financial Planning
State Registrations4 states
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