Gradient Securities, LLC

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Total assets under management

$591,069,287

Total clients

3,260

4% high-net worth

Total advisors

of 62 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$181,310

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning offered on a negotiated fixed fee basis.

Percentage

$0+: up to 2.00% maximum annual fee, negotiable based on money manager, advisor, and asset size (asset management) $0+: up to 1.00% maximum annual fee, negotiable (ERISA plan services) $0+: varies by TPM; examples include 1.00%, 1.25%, 1.75%, 2.00%, etc.

Commissions

IARs may receive compensation as registered representatives of the broker-dealer for sale of securities or insurance products.

Project-based

Hourly planning services up to $300 per hour, negotiated and agreed upon prior to services.

Other

Account minimum: No minimum to open an account. Some Third-Party Managers (TPMs) may have their own account minimums. Fee-only: Financial planning fees on a negotiated fixed fee basis based on complexity; hourly fees up to $300/hour; fees for TPMs vary per their schedule.

Disclosures

Main office location

Gradient Securities, LLC

4105 Lexington Avenue N, Suite 380

Arden Hills MN 55126, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 866-991-1539

Advisors at this firm

Craig D

Series 63, Series 65

Lewiston, ME

Gradient Securities, LLC

George Y

Series 63, Series 66

Arden Hills, MN

Gradient Securities, LLC

Brandon U

CFP®, Series 66

Arden Hills, MN

Gradient Securities, LLC

Josh M

Series 63, Series 66

Arden Hills, MN

Gradient Securities, LLC

Lindsay C

CFP®, Series 66

Series 66

Arden Hills, MN

Gradient Securities, LLC

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