Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Wayzata, Minnesota, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Wayzata, Minnesota, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wayzata, Minnesota have an average of 27 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
GARDA CAPITAL PARTNERS 305 Lake Street East, Wayzata, MN, 55391 | 282439 | $118,495,198,000 | 3 | A Percentage of AUM, Performance Based |
BLUE ROCK ADVISORS, LLC 445 East Lake Street, Suite 120, Wayzata, MN, 55391 | 281831 | $2,672,005,433 | 8 | A Percentage of AUM, Performance Based |
NORTH SKY CAPITAL, LLC 701 Lake Street East, Suite 350 Wayzata, MN, 55391 | 133959 | $1,002,717,514 | 16 | A Percentage of AUM, Performance Based |
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. 15600 Wayzata Blvd., Suite 101 Wayzata, MN, 55391 | 119436 | $428,038,139 | 189 | A Percentage of AUM, Hourly charges, Fixed Fees |
360 FINANCIAL 849 Lake Street East, Wayzata, MN, 55391 | 168600 | $420,597,493 | 1726 | A Percentage of AUM, Hourly charges, Fixed Fees |
DOUGHERTY WEALTH ADVISERS LLC 861 Lake Street North, Wayzata, MN, 55391 | 143138 | $323,889,451 | 192 | A Percentage of AUM, Fixed Fees, Commission Based |
ACM 801 Twelve Oaks Center Drive, Suite 817 Wayzata, MN, 55391 | 285739 | $268,741,896 | 3 | A Percentage of AUM, Fixed Fees, Performance Based |
ESTUARY CAPITAL MANAGEMENT LP 308 Walker Avenue South, Wayzata, MN, 55391 | 323379 | $236,693,000 | 3 | A Percentage of AUM, Performance Based |
PACK PRIVATE WEALTH, LLC 1905 Wayzata Blvd., Suite 320 Wayzata, MN, 55391 | 310523 | $171,954,000 | 296 | A Percentage of AUM, Fixed Fees |
QUANTITATIVE ASSET MANAGEMENT, LLC 641 E. Lake Street, Suite 216 Wayzata, MN, 55391 | 143279 | $152,971,649 | 357 | A Percentage of AUM |
SOMERSET GROUP LLC 15600 Wayzata Blvd, Suite 304 Wayzata, MN, 55391 | 160282 | $141,230,431 | 174 | A Percentage of AUM |
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC 315 Lake St E, Suite 301 Wayzata, MN, 55391-3172 | 173350 | $140,578,754 | 3 | A Percentage of AUM, Performance Based |
NORTHERN PACIFIC GROUP, L.P. 315 Lake St E, Suite 301 Wayzata, MN, 55391 | 299012 | $140,578,754 | 4 | A Percentage of AUM, Performance Based |
FIAT WEALTH MANAGEMENT 1905 Wayzata Blvd, Suite 320 Wayzata, MN, 55391 | 318201 | $133,444,496 | 1335 | A Percentage of AUM, Hourly charges, Fixed Fees |
PERKINS CAPITAL MANAGEMENT INC 730 Lake Street East, Wayzata, MN, 55391-1769 | 105028 | $115,005,222 | 155 | A Percentage of AUM |
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