Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$316.2M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The complexity of the wealth design and services may adjust the percentage charged by as much as 0.50%. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3050 Metro Drive, Suite 200, Bloomington, MN, 55425
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Boyum Wealth Architects LLC
June 2023 - Present · 2 yrs 9 mos
Previous Registrations
Creative Planning
October 2022 - June 2023 · 8 mos
Wipfli Financial Advisors, LLC
December 2021 - October 2022 · 10 mos
State Registrations1 state
MN
Advisor
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
No exam information available for this advisor.