| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may vary and are disclosed in the client agreement.
6121 Excelsior Blvd, St Louis Park, MN, 55416
Get directionsNo 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 →Bradford is an independent insurance agent in St. Louis Park, MN, licensed in Accident & Health and Life since 2021. This activity takes about a quarter of his time, primarily during securities trading hours.