| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
103 Marty Drive, Suite 101, Buffalo, MN, 55313
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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 →Andrew works as an employee at Dougherty and Associates Financial Advisors, Inc. as an Outside Registered Investment Advisor/Outside IAR, dedicating full-time hours to this role.