top of page
Providing Keys for Your Financial Success
(507) 451-1991
634 West Bridge Street, Owatonna, MN 55060
Pricing
Annual advisory fee includes financial planning advice, Investment Management,
and Wealth Management services. Initial consultations are free.
Is it worth it for me to hire a financial advisor?
According to Vanguard, the low cost carrier of mutual funds and ETF's, an advisor adds "about 3%" annually to a portfolio through Portfolio Construction, Behavioral Coaching, and Wealth Management. Read the full paper here.
bottom of page