| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fee is negotiable based on account value, complexity of planning, investment allocation, customer loyalty, and personal relationship.
3065 Centre Pointe Dr Ste 2, Roseville, MN, 55113-1118
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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 →Emerson operates Summit Investment Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also provides administrative support to Summit Investment Advisory Services, an independent investment advisor firm, spending nearly full-time hours on this activity.