Bluestem Wealth Partners, LLC

BlueStem Wealth Partners, LLC is a registered investment adviser established in Minnesota, owned by Jill Lawrence and Scott Marquardt. The firm offers personalized financial planning and investment advisory services to individuals, high net worth individuals, and entities like family offices, trusts, and retirement plans. Financial planning services include retirement, education, estate, cash flow, tax planning, and insurance analysis. Investment management services are offered on a discretionary and non-discretionary basis, with a focus on customized portfolio asset allocation using various securities. BlueStem may recommend external money managers for client portfolios. The firm charges fees based on a percentage of assets under management and fixed fees for financial planning services. Clients are responsible for fees charged by other financial institutions. BlueStem does not charge performance-based fees or participate in side-by-side management. Clients have the option to grant investment discretion to BlueStem. The firm does not vote proxies on behalf of clients. BlueStem does not receive benefits for providing investment advice or compensation for client referrals. The firm does not disclose financial information as it does not require prepayment exceeding $1,200, has a stable financial condition, and has not been subject to bankruptcy.