Top financial advisors in Rochester, MN
We’ve curated a list of the best financial advisors in Rochester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$163,232,703
Number of advisors
7 advisors
| $163,232,703 | 7 advisors | |
| 2 |
Assets under management
$103,667,970
Number of advisors
7 advisors
| $103,667,970 | 7 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 Rochester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rochester. 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.
Fortress Financial Group, LLC
Fortress Financial Group, LLC is a financial advisory firm based in Rochester, Minnesota. It currently has approximately $163,232,703 of assets under management and employs about 7 people. Fortress Financial Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$163,232,703 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesStrategic Asset Management Llc.
Strategic Asset Management, LLC. is a Limited Liability Company established in October 2019 by Gregory B. Nelson. The firm offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients grant discretionary authority to SAM for selecting securities and executing transactions in line with fiduciary duties. SAM's investment strategies include fundamental, quantitative, and technical analysis, focusing on long-term investments while also considering short-term strategies based on market conditions. SAM does not participate in wrap fee programs and generally advises on mutual funds, fixed income securities, equities, ETFs, and non-U.S. securities. The firm charges an annual portfolio management fee of up to 2.00% based on the account's market value. Financial planning services are also offered at fixed rates ranging from $500 to $2,500. SAM reviews client accounts annually and provides quarterly reports. The firm does not accept compensation for the sale of investment products and acts as a fiduciary, aiming to act in clients' best interests. Clients have the option to select their broker/dealer and custodian. SAM's Code of Ethics covers various areas, including prohibited activities and conflicts of interest. The firm receives no compensation for client referrals beyond standard advisory fees. SAM does not have custody of client assets exceeding $500 in advance. The firm's financial condition is sound, with no recent bankruptcy petitions.
$103,667,970 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Rochester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rochester. 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.
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