Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
302 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$654.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be negotiable at STAS's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
333 South 7th Street Suite 2100, Minneapolis, MN, 55402
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
Dfpg Investments, LLC
May 2025 - Present · 10 mos
Dfpg Investments, LLCBroker
May 2025 - Present · 10 mos
Strong Tower Advisory Services
May 2025 - Present · 10 mos
Previous Registrations
LPL Financial LLCBroker
October 2023 - May 2025 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
January 2023 - September 2023 · 8 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.