Top financial advisors in Saint Louis Park, MN
We’ve curated a list of the best financial advisors in Saint Louis Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$498,260,382
Number of advisors
12 advisors
| $498,260,382 | 12 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 Saint Louis Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saint Louis Park. 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.
Bond & Devick Wealth Partners
Bond & Devick Wealth Partners, established in Saint Louis Park, MN, offers comprehensive financial services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Acting as a fiduciary, the firm prioritizes clients' best interests, maintaining open communication and tailored advisory services. The Wrap Comprehensive Portfolio Management service includes asset management, financial planning, and consultation, with a maximum annual fee of 1.25% of assets under management. Clients pay a single fee covering advisory services and custodial transaction costs, with an emphasis on minimizing trading activities to reduce costs. The firm uses fundamental and quantitative analysis, cyclical analysis, and ESG research in investment decision-making. Investment strategies include long-term purchases, short-term purchases, and trading, with a minimum account balance requirement of $1,000,000. Clients have control over investment restrictions and receive regular account reviews. Bond & Devick recommends Charles Schwab as a custodian, offering a range of investment products and services. The firm discloses potential conflicts of interest related to third-party advisors and compensation structures. Bond & Devick does not provide performance-based fees and does not accept proxy authority for client securities. Clients have direct contact with portfolio managers and are encouraged to review the firm's Code of Ethics for transparency.
$498,260,382 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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 Saint Louis Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saint Louis Park. 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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