EM
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Ernesto Marin

4 Years of Experience
Arden Hills, MN
1 Disclosure

Ernesto Marin is a registered investment advisor at Gradient Investments, LLC, based in Arden Hills, MN, with 4 years of industry experience. Ernesto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
26,806 clients
Average Client Portfolio
$330K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126

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History

Regulatory History (1)
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Criminal
June 2017
Final Disposition
Employment History
Current Registrations
Gradient Investments, LLC
June 2022 - Present · 4 yrs 4 mos
State Registrations2 states
MNTX
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.
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