Lfa
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$309,222,813
This total excludes 17 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
473
19% high-net worth
Total advisors
7
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
68
Average account size
$653,748
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Comprehensive financial planning fixed fee of $1,500; partial financial planning fixed fee of $750.
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Commissions earned by registered representatives for securities sales and insurance commissions are separate and in addition to advisory fees.
Financial planning services are charged on an hourly basis starting at $150 per hour.
Account minimum: $25,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Lfa
1219 33 Rd Street South
St. Cloud MN 56301, United States
Number of offices
3
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