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
| $350,927,270 | 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.
Methodology
To generate our top financial advisors list in Sartell, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sartell. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension 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.
Methodology
To generate our top financial advisors list in Sartell, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sartell. 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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