Top financial advisors in Maple Grove, MN
We’ve curated a list of the best financial advisors in Maple Grove, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$339,099,313
Number of advisors
8 advisors
| $339,099,313 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Maple Grove, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Maple Grove. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Magnetic North Advisors
**Summary:** Priebe Wealth Holdings, LLC, operating as Magnetic North Advisors, is a registered investment adviser offering financial planning, consulting, and investment management services. Established in September 2020, the firm is owned by Jason Priebe and manages over $480 million in assets on a discretionary basis. Services include financial planning, wealth management, and retirement plan consulting. Clients have discretion over their accounts and can impose restrictions if deemed necessary. The fee structure includes fixed fees for financial planning and annual fees based on assets under management for investment management services. The firm may recommend insurance products and receives referral fees from affiliated entities. Magnetic North does not engage in performance-based fees and does not accept proxy voting authority for client securities. The firm exercises investment discretion and does not have custody of client funds. Clients receive account statements directly from custodians and periodic reports from the firm. Magnetic North recommends using LPL Financial for custody and brokerage services, with considerations for financial strength, reputation, and service quality. The firm receives support services from LPL, and certain Supervised Persons are registered representatives of LPL. The firm has a Code of Ethics in place and does not have any disciplinary history. Clients are encouraged to review account statements and reports regularly.
$339,099,313 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Maple Grove, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Maple Grove. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.