Advisor at Northrock Partners, LLC
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Firm
Northrock Partners, LLC
Location
Minneapolis, MN 55402
Credentials
CFP®, Series 66
Industry experience
15 years
Dylan Seubert is a CFP® professional with 15 years of industry experience, currently serving at NorthRock Partners, LLC since 2022. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Russell Financial Services. Outside of his advisory work, he serves on the board of REACH Counseling, a sexual assault service provider, where he contributes to strategic planning and finance committee guidance. NorthRock Partners, LLC provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a diversified, asset-allocation approach and integrates tax planning, insurance, and lifestyle-management services.
Based on Northrock Partners, LLC
Investment consulting to participant directed retirement plans may be charged flat fees from $500 to $10,000 depending on scope of service
$0 - / unspecified: 0.50% - 1.25% per annum (Program Fee varies by size, nature, and complexity) Assets custodied at Schwab and Fidelity managed directly by Firm - / unspecified: 0.75% - 1.50% per annum (includes 0.25% to cover brokerage and servicing costs)
Performance fees charged related to pooled investment funds, varying between 0.85% - 1.10% per annum, potentially resulting in total fees up to 1.5% - 2.35% per annum; may charge performance-based fees in future
Minimum fee: Minimum Program Fee of $5,000 per year, waivable at Firm's discretion Fee-only: Fixed negotiated rates or combination of fixed and asset-based fees (Program Fee)
225 South Sixth Street, Suite 1400
Minneapolis, MN 55402
California · Illinois · Minnesota · North Carolina · Texas · Wisconsin
NorthRock Partners
2022 - Present (4 years)
City National Bank
2019 - 2022 (3 years)
RBC Capital Markets
2017 - 2022 (5 years)
Russell Financial Services
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration 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.
Verified by Warmer
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