Top financial advisors in Shoreview, MN
We’ve curated a list of the best financial advisors in Shoreview, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$957,609,573
Number of advisors
40 advisors
| $957,609,573 | 40 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 Shoreview, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Shoreview. 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.
Great Waters Financial
Great Waters Financial is a registered investment adviser firm established in February 2020 in Minnesota, becoming SEC registered in October 2021. The firm offers discretionary and non-discretionary investment advisory services, including financial planning and consulting. Financial planning fees range from $2,000 to $4,500 on a fixed fee basis and $150 to $350 hourly. The firm primarily allocates client assets among individual equity and fixed income securities, mutual funds, and ETFs. Clients generally need a minimum asset level of $100,000 for investment advisory services. The firm's annual investment advisory fee ranges from 0.60% to 1.50% based on assets under management. Great Waters Financial does not accept performance-based fees, and clients have the option to deduct advisory fees from their custodial account. The firm recommends Charles Schwab as a broker-dealer/custodian and does not participate in wrap fee programs. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm does not vote client proxies and does not have any financial conditions impairing its ability to meet commitments. Great Waters Financial does not engage in bankruptcy petitions or accept fees exceeding $1,200 per client six months in advance.
$957,609,573 under management
40 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)Selection Of Other AdvisersEducational Seminars/workshops
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 Shoreview, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Shoreview. 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.