Minder Narusiewicz, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,099,636
Total clients
29
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$934,470
About
Minder Narusiewicz, Inc. provides investment advisory and financial planning services primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. The firm offers non‑discretionary portfolio management, enrollment in an Advisor Managed Portfolios wrap‑fee program, hourly financial planning, and limited tax‑preparation services.
The firm's process is client‑directed and non‑discretionary, using a risk‑tolerance questionnaire and an Advisor Managed Portfolios platform that applies asset‑allocation software, efficient frontier analysis, fund profiling, and periodic portfolio optimization and rebalancing. Portfolios are primarily constructed with mutual funds and exchange‑traded funds, and the firm may use fundamental analysis alongside short‑ and long‑term purchase strategies to pursue client objectives.
Distinctive features include that persons providing advice on behalf of the firm are registered representatives of a broker‑dealer and licensed insurance agents, enabling sales of securities and insurance products and resulting in commission‑based compensation that is separate from advisory fees. The firm also serves as a wrap‑fee program portfolio manager, operates with primarily non‑discretionary assets, routes advisory activity through its broker‑dealer clearing relationship (Pershing), and maintains a small client base and AUM, all of which may affect execution, conflicts of interest, and the range of services offered.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
0.50% to 1.00% annually depending on assets under management, service complexity, and administration level
Insurance commissions and broker-dealer compensation separate from advisory fees.
$250 per hour for financial planning and consulting services, negotiable.
Account minimum: $50,000
Main office location
Minder Narusiewicz, Inc.
670 Commerce Drive, Suite 250
Woodbury MN 55125, United States
Number of offices
1
Most active in
Minder Narusiewicz, Inc. has reported serving >5 clients in these states in the last 12 months.
Minnesota
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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:
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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