Adam Thielen is a registered investment advisor at Avantax Planning Partners, INC., based in Roseville, MN, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,370 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Maximum annual management fee is 2.5%.
Fee Estimator
Location
2675 Long Lake Rd, Roseville, MN, 55113
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Regulatory History
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 →Other Business Activities
Adam works at Olsen Thielen & Co., LTD in various tax roles, leading the Estate, Trust and Gift taxation team, and will be participating in financial advisory recommendations. He also works as an Investment Advisor Representative at Avantax Planning Partners, Inc., dedicating minimal time to communicating with investment clients and reviewing investment performance.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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
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