Minneapolis Portfolio Management Group, LLC

Fee-Only (% of Portfolio)

Minneapolis Portfolio Management Group manages investment portfolios and provides personalized investment advisory services for individuals, families, and institutions. Founded in 2004, the firm specializes in a value-driven equity strategy called All-Cap Value, investing in small-, mid-, and large-capitalization companies both in the United States and internationally. Portfolios are constructed by searching for bargain valuations, strong balance sheets, growing products or services, and solid market positions. Minneapolis Portfolio Management Group primarily manages accounts on a discretionary basis, meaning they make buying and selling decisions on behalf of clients without needing prior approval for each trade, though clients can place specific restrictions or exclusions on their holdings. The firm also provides investment advice through third-party wrap programs and model-based managed account programs. Minneapolis Portfolio Management Group operates as a value-oriented manager aiming for less volatile results than aggressive growth strategies over meaningful periods of time.

Assets Under Management$1.1B
Clients1,830
Advisors3
Avg. per Client$600K
Avg. per Advisor$370M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.80%
$1.0M - $5.0M1.60%
$5M+1.40%

Fees are negotiable. Separate fee schedules apply to institutional clients and third-party wrap programs.

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

3 Advisors at this firm