Andrew Fischer
Advisor at Gradient Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Gradient Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gradient Investments, LLC
Location
Arden Hills, MN 55126
Credentials
Series 63, Series 65
Industry experience
23 years
Client Directed Accounts flat fee of $300 annually; $60 annual administrative fee per account
$0+: 2.00% annually for Strategic Portfolios $0+: 1.80% annually for Tactical Portfolios $0+: 1.70% annually for Allocation & Defined Outcome Portfolios $0+: 1.00% annually for Preservation Portfolios $0+: 1.50% annually for Private Wealth Series
Account minimum: $25,000 for Preservation portfolios; $50,000 for Allocation portfolios; $100,000 for Strategic and Tactical portfolios; $250,000 for Private Wealth Series Horizon portfolio; $100,000 for Private Wealth Series Income Edge portfolio; accounts of lesser value may be accepted at firm's discretion. Fee-only: Client Directed Accounts charged a flat fee of $300 annually
Gradient Investments, LLC
2019 - Present (7 years)
U.S. Bancorp Investments, Inc.
2017 - 2019 (2 years)
U.S. Bank
2017 - 2019 (2 years)
Gradient Investments
2016 - 2017 (1 year)
Dougherty & Company LLC
2016 - 2016 (1 year)
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Is not active or affiliated with:
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Trust company
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Real estate agent
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