MN Wealth Advisors provides investment advice and financial planning. Investment advisory services are tailored to each client's needs, with recommendations for stocks, bonds, mutual funds, and ETFs. Financial planning covers investment and non-investment matters like estate and insurance planning. MN Wealth Advisors may recommend other professionals like attorneys or accountants, but clients are not obligated to use them. The firm also offers retirement plan consulting.
Assets Under Management$390M
Clients571
Advisors3
Avg. per Client$690K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are calculated on a graduated basis. The firm generally requires a minimum asset level of $250,000 for investment management services, but this may be waived or modified.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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