Minneapolis has more than a hundred wealth management firms, ranging from independent fiduciary teams to major global institutions. But how do you know which firm is right for your unique circumstances?
To help with this, our team conducted an in-depth study of the leading firms in Minneapolis to provide a simple comparison based on:
- Services provided
- AUM requirements
- Fee structures
- Geographic focus
Here’s a high-level table you can use to better navigate our guide:
- For Households with Under $500k in Investable Assets
- For Households with $500k – $5M in Investable Assets
- For Households with Over $5M in Investable Assets
For Households With Under $500k in Investable Assets
Households with under $500,000 in investable assets should generally favor affordable financial planning and investment management over costly wealth services. Since your financial situation may be less complex, you may benefit from a lower-cost advisory program, an automated investment platform, or an advisor who charges a flat or hourly fee.
Here is a list of the leading wealth management firms in Minneapolis that serve households with under $500,000 in AUM.
| RBC Wealth Management | Boulay Group | Laurel Wealth Planning | |
|---|---|---|---|
| Reviews | 4.5 Stars, 8 Reviews | 3.7 Stars, 13 Reviews | 5.0 Stars, 5 Reviews |
| Location | Minneapolis, MN | Minneapolis, MN | Edina, MN |
| Minimum Investment | Program-specific, approximately $2,500 to $200,000; certain advisory relationships begin around $25,000 | No AUM minimum, all clients are subject to a $6,000 minimum annual fee | No asset minimum; $7,500 minimum annual fee |
| Fee Structure | Program-specific asset-based or wrap fees; published maximums can reach approximately 3% | AUM advisory fees start at 1% and decrease with largest asset sizes; $6,000 minimum annual fee; no performance fees | Fee-only AUM and planning arrangement starting around 1.25%; $7,500 minimum annual fee |
| Services | |||
| Investment management | Yes | Yes | Yes |
| Personal financial planning | Yes | Yes | Yes |
| Retirement planning | Yes | Yes | Yes |
| Tax strategy | Yes | Not disclosed | Not disclosed |
| Tax planning and preparation | Coordination; not generally a direct tax-preparation provider | Not disclosed | Not disclosed |
| Estate and trust | Yes, including trust and wealth-transfer capabilities | Coordination | Coordination |
| Legacy planning | Yes | Yes | Yes |
| Business succession | Yes | Yes | Not clearly disclosed |
| Team Structure | |||
| Number of employees | ~2,000 | ~300 | ~10 |
| Number of CFAs | Not disclosed | At least 1 publicly identified CFA; exact firmwide total not disclosed | Not disclosed |
| In-house investment management | Hybrid; internal research and portfolio resources plus third-party products and managers | Hybrid; Boulay Financial Advisors plus third-party money-management arrangements | Yes; internal portfolio construction and investment-support personnel |
For Households with $500k – $5M in Investable Assets
Households with $500,000 to $5 million in investable assets tend to have more interconnected financial decisions and require more comprehensive planning. This especially applies to business owners, high-income professionals, or individuals that have inherited large sums of money.
For these households, the best wealth management firm is generally one that can coordinate investments, taxes, retirement planning, and estate decisions to help preserve wealth and avoid conflicting strategies.
Here is a list of the leading firms in Minneapolis for households with $500,000 to $5 million in AUM.
| Guardian Resources | Vector Wealth Management | Boulay Group | |
|---|---|---|---|
| Reviews | 4.8 Stars, 16 Reviews | No Reviews | 3.7 Stars, 13 Reviews |
| Location | Minnetonka, MN | Minneapolis, MN | Minneapolis, MN |
| Minimum Investment | Most clients have $500,000 in AUM for ongoing wealth-management relationships | ~$500,000 in AUM | No AUM minimum, all clients are subject to a $6,000 minimum annual fee |
| Fee Structure | Approximately 1% of AUM, scaling down for higher AUMs | Tiered AUM fee: 1.20% on the first $500,000, 1.00% on the next $500,000, and 0.85% on the next $2 million | AUM advisory fees start at 1% and decrease with largest asset sizes; $6,000 minimum annual fee; no performance fees |
| Services | |||
| Investment management | Yes | Yes | Yes |
| Personal financial planning | Yes | Yes | Yes |
| Retirement planning | Yes | Yes | Yes |
| Tax strategy | Yes | Not disclosed | Not disclosed |
| Tax planning and preparation | Yes | Not disclosed | Not disclosed |
| Estate and trust | Yes | Coordination | Coordination |
| Legacy planning | Yes | Yes | Yes |
| Business succession | Not clearly disclosed | Not clearly disclosed | Yes |
| Team Structure | |||
| Number of employees | ~25 | ~18 | ~300 |
| Number of CFAs | Multiple CFA professionals | Not clearly disclosed | ~1 CFA professional |
| In-house investment management | Yes | Yes | Hybrid |
For Households with Over $5M in Investable Assets
Households with more than $5 million in investable assets often face complex and interconnected financial decisions. They may need advanced tax and estate planning, business succession guidance, trust services, and strategies for transferring wealth across generations.
Coordination is especially important because a decision involving investments, taxes, a business, or an estate plan can affect every other part of the financial picture. The best wealth management firms for these households bring the necessary specialists together and manage each decision as part of one long-term strategy.
Here is a list of the leading firms in Minneapolis for households with over $5 million in investable assets.
| U.S. Bank Private Wealth Management | Guardian Resources | UBS Wealth Management | |
|---|---|---|---|
| Reviews | No Reviews | 4.8 Stars, 16 Reviews | No Reviews |
| Location | Minneapolis, MN | Minnetonka, MN | Minneapolis, MN |
| Minimum Investment | $3 million + | $500k + | $1 million + |
| Fee Structure | Program-specific AUM or wrap fees; some public estimates place schedules around 2% before breakpoints | Approximately 1% of AUM, scaling down for higher AUMs | Program-specific brokerage and advisory pricing; published maximum schedules commonly range from approximately 1.25% to 2.50% |
| Services | |||
| Investment management | Yes | Yes | Yes |
| Personal financial planning | Yes | Yes | Yes |
| Retirement planning | Yes | Yes | Yes |
| Tax strategy | Yes | Yes | Yes |
| Tax planning and preparation | Not disclosed | Yes | Not disclosed |
| Estate and trust | Yes | Yes | Yes |
| Legacy planning | Yes | Yes | Yes |
| Business succession | Yes | No | Yes |
| Team Structure | |||
| Number of employees | Not disclosed | ~25 | Not disclosed |
| Number of CFAs | Not disclosed | Multiple CFA professionals | Not disclosed |
| In-house investment management | Yes | Yes | Yes |
What to Look for in a Private Wealth Management Team
Fiduciary vs. Suitability Standard
A fiduciary is legally required to act in your best interest. Always. On the other hand, a broker operating under a suitability standard only needs to recommend something that’s appropriate for your situation, even if a better or cheaper option exists and even if the broker earns a commission by steering you elsewhere.
When to partner with a fiduciary
A fiduciary is almost always the right call if your financial life has real complexity to it — multiple accounts, a business interest, estate planning needs, retirement income strategy, or a tax situation that doesn’t fit neatly into a spreadsheet. The more interconnected your finances are, the more you need someone whose advice isn’t quietly shaped by what they earn from selling you something. For high-net-worth families in particular, the stakes are simply too high for anything less.
When to partner with a broker operating with a suitability standard
A broker can be a good fit if you’re a more transactional investor. If you already have a solid financial plan and just need help executing specific trades or accessing certain products, annuities, insurance vehicles, structured products, a commission-based relationship can make sense and may actually cost you less than paying an ongoing AUM fee for advice you don’t really need. The suitability standard isn’t inherently bad. It just means the incentives are structured differently, and you need to go in with eyes open.
Fee Structures: Fee-Only vs. Fee-Based vs. Commission
Fee-only advisors are compensated exclusively by you; no third-party commissions, no product incentives, no hidden revenue streams. Fee-based advisors charge a direct fee but may also earn commissions on certain products they sell. Commission-based advisors earn primarily from the products they recommend. None of these structures is automatically disqualifying. But the differences matter more than most people realize.
Fee-Only Advisors
Fee-only advisors typically charge in one of three ways: a percentage of assets under management (AUM), a flat retainer, or an hourly rate. The critical distinction is that every dollar they earn comes directly from you, not from a fund company, insurance carrier, or brokerage for selling you a product. There are no third-party commissions. No hidden revenue. What you see is what they make. This is an important distinction as it lends itself to guidance that is more unbiased and fiduciary in nature.
- AUM fees: 0.5% – 1.5% based on assets under management
- Flat retainers: $5,000 – $20,000 per year based on portfolio size and services required
- Hourly: $200 – $400 per hour based on services required
Commission-Based Advisors
Commission-based advisors earn a percentage of the product they sell you: typically 1% to 8%, depending on the product type, with insurance and annuity products often carrying the highest commissions. Mutual fund loads, trading commissions, and referral fees are other common sources of income. Because their income is tied to transactions, the concern isn’t always a single bad recommendation — it’s the cumulative effect of a relationship in which every interaction carries a financial incentive. That said, for clients who need specific products and aren’t looking for ongoing comprehensive planning, a commission-based relationship can be straightforward and cost-effective.
Fee-Based Advisors
Fee-based advisors operate in the middle ground. They charge a direct advisory fee, similar to a fee-only advisor, but they’re also licensed to earn commissions when they sell certain products, such as insurance policies, annuities, or specific mutual funds. The question everyone should ask is: can a fee-based advisor still be a fiduciary? The answer is yes… but with an important caveat. They must disclose any conflicts of interest created by those commissions and demonstrate that the recommendation is still in your best interest despite the additional compensation.
Credentials to Know
Depth of expertise is one of the most important factors to evaluate when interviewing wealth management partners. Strong firms typically offer access to a multidisciplinary team with relevant credentials across financial planning, investment management, tax strategy, estate planning, and other areas that may impact your financial life.
Here are a few of the top credentials to be on the lookout for and what they mean:
CFP®: Certified Financial Planner
The CFP is the most widely recognized credential in personal financial planning. Advisors who hold it have completed a rigorous education program, passed a comprehensive exam, accumulated thousands of hours of professional experience, and are required to adhere to a fiduciary standard when providing financial planning advice. If you’re looking for someone to help you build and manage a holistic financial plan, retirement, taxes, insurance, estate, and cash flow, a CFP is typically your starting point.
CFA®: Chartered Financial Analyst
The CFA is widely considered the gold standard in investment management. It’s one of the most difficult designations to earn in the financial industry, requiring candidates to pass three levels of exams over several years with average pass rates well below 50%. CFAs are specialists. Their depth of knowledge in portfolio construction, securities analysis, and investment strategy is exceptional. If sophisticated investment management is a priority for you, look for a CFA on the team.
CPWA®: Certified Private Wealth Advisor
The CPWA is specifically designed for advisors who work with high-net-worth clients. It focuses on the advanced planning challenges that come with significant wealth: tax minimization strategies, estate and transfer planning, business succession, concentrated positions, and behavioral finance as it relates to affluent families.
CIMA®: Certified Investment Management Analyst
The CIMA focuses on asset allocation, investment consulting, and portfolio risk management at a high level. Advisors with this designation are trained to evaluate and implement sophisticated investment strategies across asset classes, making it especially relevant for clients who want rigorous oversight of how their portfolios are actually being constructed and managed.
Minimum Asset Thresholds
Most private wealth management firms serve clients with investable assets of $500K to $5M+. Some boutique firms are flexible. Some national private wealth divisions won’t consider you unless you have $5M or more in assets.
Services Beyond Investment Management
The best wealth advisors weave together tax strategy, estate planning, insurance, and philanthropy into one coordinated plan. Consider it a red flag if a wealth management firm focuses only on your investments and doesn’t address other aspects of your wealth, including its preservation and growth.
Top Locally Owned Minneapolis Wealth Management Firms
Guardian Resources
- Year Founded: 2008
- Team Size: 27 team members covering wealth management, tax strategies, and estate planning.
- Fee Structure: Fee for service, with average fees around 1% of AUM.
- Fiduciary: All advisors are fiduciaries that includes tax efficiencies and tax-forward planning.
- Credentials: Multiple members with a CFP and CFA. Designated team of lawyers for estate planning.
- Minimum Asset Threshold: Typically $500k+ with most clients exceeding $1.5M in assets.
RBC Wealth Management
- Year Founded: 1909 (predecessor firm founded in St. Paul) ¹
- Team Size: 2,200+ financial advisors across the U.S.; $640B in total client assets (as of April 30, 2025) ²
- Fee Structure: Fee-based; AUM-based wrap fees up to 3.0%; fee schedule confirmed at account opening ³
- Fiduciary: Dual-registered as both broker-dealer and investment adviser; acts as fiduciary when providing investment advice and managing portfolios ⁴
- Credentials: CFP®, CFA®, ChFC® available among advisors ⁵
- Minimum Asset Threshold: $2,500 for some programs; varies significantly by service and advisor⁶
Bernstein Private Wealth Management
- Year Founded: 1967 (Sanford C. Bernstein & Co.); merged with Alliance Capital in 2000 to form AllianceBernstein ⁷
- Team Size: 3,500+ employees across AllianceBernstein; Bernstein Private Wealth manages approximately $38B for private wealth clients globally ⁸
- Fee Structure: Fee-based; AUM-based tiered structure; wrap programs range from approximately 0.25%–0.90%; performance-based components possible for certain strategies ⁹
- Fiduciary: Yes — AllianceBernstein is a registered investment adviser and operates as a fiduciary; discloses potential conflicts arising from commission-eligible products ¹⁰
- Credentials: CFP®, CFA® among advisors ¹¹
- Minimum Asset Threshold: Typically $1M+; accounts falling below $1M are subject to higher rates — 1.85% on the first $500,000, 1.50% on the next $499,999 ¹²
SilverOak Wealth Management
- Year Founded: Est. late 1990s; headquartered in Edina (Minneapolis metro)
- Team Size: ~19 advisory professionals; approximately $1.35B in assets under management ¹³
- Fee Structure: Fee-only; AUM-based percentage; never accepts third-party commissions on any investment or insurance recommendation ¹⁴
- Fiduciary: Yes — explicitly fee-only fiduciary; NAPFA member ¹⁵
- Credentials: CFP®, CPA, CFA®, MBT (Master of Business Taxation) ¹⁶
- Minimum Asset Threshold: Not publicly stated; serves high-net-worth individuals and families
Vector Wealth Management
- Year Founded: 1993 ¹⁷
- Team Size: ~20 professionals ¹⁸
- Fee Structure: Fee-based; AUM-based annual percentage; some advisors are licensed to sell securities and insurance, which may generate commissions — a potential conflict of interest the firm discloses ¹⁹
- Fiduciary: Yes — registered as a fiduciary RIA; adopts the fiduciary standard across client relationships ²⁰
- Credentials: CFP®, CFA®, ChFC®, AIF®, AAMS®, CPA, CDFA® ²¹
- Minimum Asset Threshold: $500,000 in investable assets ²²
Boulay Group
- Year Founded: Boulay PLLP founded 1934; Boulay Financial Advisors (wealth management arm) established 2001 ²³
- Team Size: 300+ total at Boulay PLLP, including 45 partners and 100+ CPAs ²⁴
- Fee Structure: Fee-based; AUM-based starting at 1.00%, decreasing as portfolio size increases; minimum annual fee of $6,000; no performance-based fees ²⁵
- Fiduciary: Yes — SEC-registered investment adviser; legally bound by fiduciary duty at all times ²⁶
- Credentials: CFP®, AIF®, CMA, CLU among advisors ²⁷
- Minimum Asset Threshold: $250,000 preferred per Form CRS; no rigid minimum but $6,000 minimum annual fee applies ²⁸
Laurel Wealth Management
- Year Founded: 1999 ²⁹
- Team Size: Boutique team; 140+ client groups served; 1:20 professional-to-client ratio ³⁰
- Fee Structure: Fee-only; AUM-based; all-inclusive annual minimum fee of $7,500 ³¹
- Fiduciary: Yes — fee-only fiduciary; never accepts commissions ³²
- Credentials: CPA, PFS (Personal Financial Specialist), Masters in Taxation ³³
- Minimum Asset Threshold: No account minimum; $7,500 annual fee minimum; best suited for clients with $1M+ in invested assets ³⁴
Top National Firms with a Strong Minneapolis Presence
U.S. Bank Private Wealth Management
- Year Founded: 1863
- Team Size: Enterprise-scale national firm; multiple dedicated Private Wealth Advisors across Minneapolis
- Fee Structure: Fee-based; AUM-based wrap fee beginning at 2.0%, decreasing for larger balances; tiered service levels ³⁵
- Fiduciary: Dual-registered; acts as fiduciary in investment advisory capacity; operates as broker-dealer in other capacities
- Credentials: CFP®, CWS® (Certified Wealth Strategist) among advisors ³⁶
- Minimum Asset Threshold: $250,000–$3M net worth for Wealth Management tier; $3M+ net worth for Private Wealth Management ³⁷
UBS Wealth Management
- Year Founded: 1862 (Switzerland)
- Team Size: Global firm; one of the largest wealth managers in the world by AUM
- Fee Structure: Fee-based; maximum annual fee of 1.25%–2.5% depending on program; fees charged quarterly ³⁸
- Fiduciary: Dual-registered; fiduciary when acting as investment adviser; suitability standard applies in brokerage capacity
- Credentials: CFP®, CFA®, CIMA® available among advisors
- Minimum Asset Threshold: $15M+ for UBS Private Wealth Management division ³⁹
Ameriprise Financial
- Year Founded: 1894; headquartered in Minneapolis, MN ⁴⁰
- Team Size: 10,427 financial advisors (Q4 2024); $1.5 trillion in assets under management, administration, and advisement ⁴¹
- Fee Structure: Fee-based; AUM-based fees up to 1.25% annually for advisory programs; minimum annual advisory fee of $500; also earns commissions on certain products through brokerage services ⁴²
- Fiduciary: Yes for advisory relationships — employs SEC-registered fiduciary advisors; also operates brokerage services under suitability standard ⁴³
- Credentials: CFP®, AAMS® (Accredited Asset Management Specialist) among advisors
- Minimum Asset Threshold: Varies by program; $500,000 for trust and fiduciary services ⁴⁴
Morgan Stanley Wealth Management
- Year Founded: 1935
- Team Size: 13,000+ advisory representatives nationally ⁴⁵
- Fee Structure: Fee-based; AUM-based advisory fees typically 0.50%–1%+ for managed account programs; also earns commissions in brokerage capacity ⁴⁶
- Fiduciary: Not a universal fiduciary. Advisors act as fiduciaries in advisory capacity; operate under suitability standard in brokerage capacity ⁴⁷
- Credentials: CFP®, CFA® among advisors; searchable by certification on the firm’s website ⁴⁸
- Minimum Asset Threshold: $500 for Core Portfolios; $10,000 for Portfolio Management; Private Wealth Management for clients with $30M+ ⁴⁹
Merrill Lynch Wealth Management
- Year Founded: 1914
- Team Size: Large national network; advisors across Minneapolis metro
- Fee Structure: Fee-based; AUM-based up to 2.2% annually for accounts below $5M; Style Manager Strategy fee up to an additional 0.65%; also earns commissions through brokerage services ⁵⁰
- Fiduciary: Dual-registered; fiduciary in advisory capacity; suitability standard in brokerage capacity ⁵¹
- Credentials: CFP®, CFA®, CIMA® among advisors
- Minimum Asset Threshold: No formal firm-wide minimum; individual advisors typically serve clients with $1M+ ⁵²
Wells Fargo Advisors
- Year Founded: 1852
- Team Size: National firm; large advisor network across Minneapolis metro
- Fee Structure: Fee-based; AUM-based fees ranging from 1.5%–2.5% for advisory programs, charged quarterly; also earns commissions in brokerage capacity ⁵³
- Fiduciary: Dual-registered; acts as fiduciary in advisory capacity; suitability standard in brokerage capacity
- Credentials: CFP®, CFA®, CIMA® among advisors
- Minimum Asset Threshold: No rigid account minimum; Private Bank serves clients with $1M+ ⁵⁴
Edward Jones
- Year Founded: 1922
- Team Size: 19,000+ financial advisors nationally; broad Minneapolis presence
- Fee Structure: Commission-based in brokerage capacity; AUM-based fees available for Advisory Solutions managed accounts; the firm’s own compensation disclosure document is 54 pages long and explicitly states that financial incentives may create conflicts of interest ⁵⁵
- Fiduciary: Not a universal fiduciary. Operates primarily as a broker-dealer under the suitability standard; Advisory Solutions accounts carry a fiduciary obligation; brokerage relationships do not ⁵⁶
- Credentials: CFP® among some advisors; varies by individual
- Minimum Asset Threshold: No official account minimum; varies by product and program
Conclusion
Minneapolis has no shortage of sophisticated resources for high-net-worth families. The challenge is finding the private wealth management firm that fits your specific situation. Whether you need the integrated tax, estate, and wealth model of a firm like Guardian Resources or the global reach of a Morgan Staley or UBS, what matters most is that your wealth advisors are legally and ethically obligated to put your interests first and that they do it, consistently, over time. Take the time to find that firm. It will be worth it.
Disclosure
Rankings are provided in no particular order. All information was gathered from 3rd-parties and should be verified before moving forward with a wealth management partner.
Sources
Sources
¹ RBC Wealth Management — About Us:https://www.rbcwealthmanagement.com/en-us/about
² RBC Wealth Management — Newsroom (as of April 30, 2025):https://www.rbcwealthmanagement.com/en-us/newsroom/2025-08-06/rbc-wealth-management-financial-advisors-recognized-by-forbes-as-top-next-gen-wealth-advisors-best-in-state
³ Unbiased — RBC Wealth Management Review:https://www.unbiased.com/discover/financial-advice/rbc-wealth-management-review
⁴ ComparisonAdviser — RBC Wealth Management Review:https://comparisonadviser.com/financial-advisors/rbc-wealth-management-review/
⁵ ComparisonAdviser — RBC Wealth Management Review:https://comparisonadviser.com/financial-advisors/rbc-wealth-management-review/
⁶ MagnifyMoney — RBC Wealth Management Review:https://www.magnifymoney.com/investing/ria/rbc-wealth-management/
⁷ InvestmentNews — AllianceBernstein Company Profile:https://www.investmentnews.com/companies/alliancebernstein/263483
⁸ InvestmentNews — AllianceBernstein Company Profile:https://www.investmentnews.com/companies/alliancebernstein/263483
⁹ SmartAsset — AllianceBernstein Review:https://smartasset.com/financial-advisor/alliancebernstein-review
¹⁰ SmartAsset — AllianceBernstein Review:https://smartasset.com/financial-advisor/alliancebernstein-review
¹¹ SmartAsset — AllianceBernstein Review:https://smartasset.com/financial-advisor/alliancebernstein-review
¹² MagnifyMoney — Bernstein Private Wealth Management Review:https://www.magnifymoney.com/investing/ria/bernstein-private-wealth-management/
¹³ Mployer — SilverOak Wealth Management LLC:https://mployeradvisor.com/financial-advisors/minnesota/edina/silveroak-wealth-management-llc
¹⁴ SilverOak Wealth Management — Philosophy & Values:https://www.silveroakwealth.com/philosophy-values
¹⁵ NAPFA — SilverOak Wealth Management LLC:https://www.napfa.org/firm/2986/5047
¹⁶ SilverOak Wealth Management — Our Services:https://www.silveroakwealth.com/our-services-1
¹⁷ SmartAsset — Vector Wealth Management Review:https://smartasset.com/financial-advisor/vector-wealth-management-review
¹⁸ PitchBook — Vector Wealth Management Company Profile:https://pitchbook.com/profiles/company/244198-18
¹⁹ SmartAsset — Vector Wealth Management Review:https://smartasset.com/financial-advisor/vector-wealth-management-review
²⁰ Vector Wealth Management — FAQ:https://www.vectorwealth.com/faq
²¹ Vector Wealth Management — Our Team:https://www.vectorwealth.com/team
²² SmartAsset — Vector Wealth Management Review:https://smartasset.com/financial-advisor/vector-wealth-management-review
²³ Boulay Group — About Us:https://boulaygroup.com/about-us/ | SmartAsset — Boulay Financial Advisors Review:https://smartasset.com/financial-advisor/boulay-financial-advisors-review
²⁴ Boulay Group — About Us:https://boulaygroup.com/about-us/
²⁵ Boulay Group — Wealth Management FAQs:https://boulaygroup.com/wealth-management-faqs/
²⁶ Boulay Group — Investment Management:https://boulaygroup.com/services/wealth-management/investment-management/
²⁷ SmartAsset — Boulay Financial Advisors Review:https://smartasset.com/financial-advisor/boulay-financial-advisors-review
²⁸ Boulay Financial Advisors — Form CRS (SEC):https://reports.adviserinfo.sec.gov/crs/crs_111334.pdf
²⁹ Laurel Wealth Planning — Meet the Team:https://laurelwealthplanning.com/meet-the-team/
³⁰ Laurel Wealth Planning — Meet the Team: https://laurelwealthplanning.com/meet-the-team/
³¹ Laurel Wealth Planning — Wealth Management Services:https://laurelwealthplanning.com/wealth-management-services/
³² Laurel Wealth Planning — Our Services:https://laurelwealthplanning.com/our-services/
³³ Laurel Wealth Planning — Investment Management:https://laurelwealthplanning.com/investment-management/
³⁴ Laurel Wealth Planning — Wealth Management Services:
https://laurelwealthplanning.com/wp-content/uploads/2025/04/LWP-fee-schedule.pdf
³⁵ Unbiased — U.S. Bank Wealth Management Review:https://www.unbiased.com/discover/financial-advice/us-bank-wealth-management-review
³⁶ U.S. Bank — Financial Advisors in Minneapolis, MN: https://www.usbank.com/wealth-management/find-an-advisor/mn/minneapolis/
³⁷ U.S. Bank — Financial Advisors in Minneapolis, MN:https://www.usbank.com/wealth-management/find-an-advisor/mn/minneapolis/
³⁸ Research document: Overview of Wealth Management — UBS Wealth Management fee schedule
³⁹ Research document: Overview of Wealth Management — UBS minimum investment thresholds (citing NerdWallet)
⁴⁰ Ameriprise Financial — Company Information:https://www.ameriprise.com/about/our-company
⁴¹ Ameriprise Financial — Q4 2024 Earnings Release: https://ir.ameriprise.com/news/news-details/2025/Ameriprise-Financial-Reports-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx
⁴² SmartAsset — Ameriprise Financial Services Review:https://smartasset.com/financial-advisor/ameriprise-financial-services-review
⁴³ Unbiased — Ameriprise Financial Services Review:https://www.unbiased.com/discover/financial-advice/ameriprise-financial-services-review
⁴⁴ Unbiased — Ameriprise Financial Services Review:https://www.unbiased.com/discover/financial-advice/ameriprise-financial-services-review
⁴⁵ SmartAsset — Morgan Stanley Wealth Management Review:https://smartasset.com/financial-advisor/morgan-stanley-financial-advisors-review
⁴⁶ Unbiased — Fidelity vs. Morgan Stanley:https://www.unbiased.com/discover/financial-advice/morgan-stanley-vs-fidelity
⁴⁷ PillarWM — Morgan Stanley Wealth Management: https://www.pillarwm.com/wealth-management/morgan-stanley/
⁴⁸ SmartAsset — Morgan Stanley Wealth Management Review:https://smartasset.com/financial-advisor/morgan-stanley-financial-advisors-review
⁴⁹ SmartAsset — Morgan Stanley Wealth Management Review:https://smartasset.com/financial-advisor/morgan-stanley-financial-advisors-review
⁵⁰ Research document: Overview of Wealth Management — Merrill Lynch Wealth Management fee schedule (Merrill Lynch Fee Rate and Style Manager Strategy)
⁵¹ Research document: Overview of Wealth Management — Merrill Lynch Wealth Management
⁵² Research document: Overview of Wealth Management — Merrill Lynch Wealth Management
⁵³ Research document: Overview of Wealth Management — Wells Fargo Wealth Management fee schedule
⁵⁴ Research document: Overview of Wealth Management — Wells Fargo Private Bank
⁵⁵ Anchor Investment Management — How to Choose the Right Financial Advisor:https://www.anchorinvestmentmanagement.com/how-to-choose-the-right-financial-advisor-for-you/
⁵⁶ Anchor Investment Management — How to Choose the Right Financial Advisor:https://www.anchorinvestmentmanagement.com/how-to-choose-the-right-financial-advisor-for-you/
