4647 White Bear Parkway
White Bear Lake,
Subscription pricing requires a minimum commitment of one year.
Our fee-based compensation typically applies only to market traded investments based on the value of the account because the value of such investments can be easily and accurately assessed daily. The management fees range from 0.8% to 1.0% per year depending on the type of account and are usually assessed on a quarterly basis.
Additional custodial and account fees may apply depending on the size and type of account. All fees are fully disclosed before you make any decisions.
The value of a number of financial vehicles cannot be accurately determined regularly and as such are not conducive to fee-based management. These include most types of insurance, private placements and other non-traded investments. Such vehicles usually provide us with a single front end commission that varies by product and is fully disclosed.
Some insurance products also provide a small annual renewal compensation as well.
IMPORTANT: The same invested dollar will not be charged a fee and commission simultaneously.
Costs are dependent on the specific solution used and are fully transparent and explained prior to making any decisions or investments. Please inquire for further details.
Price includes analysis of up to 5 properties,
inquire about pricing for additional properties.