Top financial advisors in Sartell, MN
We've curated a list of the best financial advisors in Sartell, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $350,927,270 Number of advisors 9 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.
Get matched with an advisorMethodology
To find the top financial advisors in Sartell, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Ledge Wealth
Ledge Wealth Management, Inc., operating as Ledge Wealth, is a registered investment adviser based in Sartell, Minnesota, established in 2012. The firm offers personalized wealth management services, including Investment Management, Financial Planning & Consulting, and Investment Fiduciary Retirement Plan Consulting. Clients have the option for discretionary or non-discretionary investment management services, with a minimum initial investment of $750,000. Ledge Wealth primarily advises on mutual funds, ETFs, individual stocks, and bonds, tailored to client objectives and risk tolerance. The firm follows Modern Portfolio Theory for asset allocation and utilizes various analysis methods. Clients' assets under management total $350,927,270, with an additional $186,883,228 under advisement as of December 31, 2022. Fees for investment management services are tiered based on assets under management, starting at 1.00% for the first $2,000,000. Financial planning services are offered on a fixed or hourly fee basis. Ledge Wealth does not accept performance-based fees, acts as a fiduciary, and does not vote client securities proxies. The firm maintains a Code of Ethics, emphasizing client interests, and safeguards client information with strict privacy policies.
$350,927,270 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Sartell, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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