Advisor at The Hatlestad Group
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Firm
The Hatlestad Group
Location
Edina, MN 55436
Credentials
CFP®, Series 63
Industry experience
12 years
Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.
Based on The Hatlestad Group
Based on The Hatlestad Group
Financial planning and consulting fees are based on a fixed rate, negotiable, generally $5,000 to $30,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Financial planning and consulting fees generally range from $5,000 to $30,000 depending on scope and complexity.
5201 Eden Ave, Suite 300
Edina, MN 55436
Minnesota · Texas
The Hatlestad Group
2018 - Present (8 years)
Bond & Devick Wealth Partners
2016 - 2018 (2 years)
Bgm Trunorth Wealth Partners, Llc
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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