Cole Ellefson is a CFA-designated registered investment advisor at Riverbridge, based in Minneapolis, MN, with 4 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,421 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be lower based on various factors, including institutional clients, anticipated future assets, dollar amount of assets, related accounts, account composition, and negotiations.
Fee Estimator
Location
80 South Eighth Street, Suite 1500, Minneapolis, MN, 55402
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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
Riverbridge
State Registrations1 state
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