Assets Under Management

$218.6M

Number of Clients

3,220

Number of Advisors

168

Average Client AUM

$68K

AUM per Advisor

$1.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Gradient Advisors, LLC is an SEC-registered investment advisor offering investment management, financial planning, and consulting services. They work with clients to design strategies to pursue investment objectives. They also solicit third-party money managers and act as a liaison between the client and the TPMM.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Location

4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126

168 Advisors at this firm

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Gradient Advisors, Llc | TrueAdvisor