Assets Under Management
$3.2M
Number of Clients
12
Number of Advisors
5
Average Client AUM
$264K
AUM per Advisor
$635K
Compensation
Fee-Only (AUM)Fixed/Hourly
Kusske Financial, Inc. offers personalized and confidential financial planning services. Advice is provided through client consultation and includes financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The client makes the final investment decisions.
The fee for a financial plan ranges from $750 to $2,500 and is negotiable. Hourly planning services range from $250 to $350 per hour.
11980 Portland Ave S, Burnsville, MN, 55337