Advisor at Blum Capital Management, 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
Blum Capital Management, LLC
Location
Brainerd, MN 56401
Credentials
Series 66
Industry experience
11 years
Ongoing financial planning fixed annual fees ranging from $2,500 to $25,000, paid quarterly in advance.
$0 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
Financial planning services at $250 per hour, billed 50% in advance with balance due upon plan delivery.
Fee-only: Hourly financial planning fee of $250 per hour; ongoing fixed annual fees ranging from $2,500 to $25,000 paid quarterly in advance.
Blum Capital Management LLC
2024 - Present (2 years)
Sunrise Wealth Management, Llc
2024 - Present (2 years)
Blum Capital Management LLC
2022 - 2024 (2 years)
Cetera Advisor Networks Llc
2021 - 2022 (1 year)
Samuel Blum, Sole Proprietor
2016 - 2021 (5 years)
VOYA Financial Advisors
2014 - 2021 (7 years)
VOYA Financial Advisors
2014 - 2021 (7 years)
Blum Capital Management LLC
2014 - Present (12 years)
OARS-N-MINE
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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