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 7 vetted financial advisors and 17 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 23 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 | $137,829,756,000 | 3 | A percentage of AUM, Performance Based |
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC 3620 County Road 101 S., Wayzata, MN, 55391 | 129963 | $888,960,409 | 1879 | A percentage of AUM |
NORTH SKY CAPITAL, LLC 701 Lake Street East, Suite 350 Wayzata, MN, 55391 | 133959 | $852,395,109 | 15 | A percentage of AUM, Performance Based |
360 FINANCIAL 849 Lake Street East, Wayzata, MN, 55391 | 168600 | $475,415,237 | 1771 | A percentage of AUM, Hourly charges, Fixed fees |
ESTUARY CAPITAL MANAGEMENT LP 308 Walker Avenue South, Wayzata, MN, 55391 | 323379 | $418,171,616 | 3 | A percentage of AUM, Performance Based |
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. 15600 Wayzata Blvd., Suite 101 Wayzata, MN, 55391 | 119436 | $408,830,550 | 192 | A percentage of AUM, Hourly charges, Fixed fees |
HUNTER KEITH INDUSTRIES, INC. 681 Lake Street East, Suite 262 Wayzata, MN, 55391 | 332688 | $379,341,058 | 52 | A percentage of AUM, Hourly charges, Fixed fees |
FIAT WEALTH MANAGEMENT 1905 Wayzata Blvd, Suite 320 Wayzata, MN, 55391 | 318201 | $370,627,618 | 2014 | A percentage of AUM, Hourly charges, Fixed fees |
DOUGHERTY WEALTH ADVISERS LLC 861 Lake Street North, Wayzata, MN, 55391 | 143138 | $351,812,366 | 204 | A percentage of AUM, Fixed fees, Commission Based |
HUNTER STREET PARTNERS, LP 701 Lake Street, Suite 270 Wayzata, MN, 55391 | 298142 | $279,650,151 | 7 | A percentage of AUM, Performance Based |
PACK PRIVATE WEALTH, LLC 1905 Wayzata Blvd., Suite 320 Wayzata, MN, 55391 | 310523 | $267,189,818 | 357 | A percentage of AUM |
ACM 801 Twelve Oaks Center Drive, Suite 817 Wayzata, MN, 55391 | 285739 | $212,813,314 | 14 | A percentage of AUM, Fixed fees |
WAYZATA INVESTMENT PARTNERS LLC 1907 E Wayzata Blvd, Suite 300 Wayzata, MN, 55391 | 132046 | $183,780,314 | 2 | A percentage of AUM, Performance Based |
QUANTITATIVE ASSET MANAGEMENT, LLC 641 E. Lake Street, Suite 216 Wayzata, MN, 55391 | 143279 | $171,741,051 | 179 | A percentage of AUM |
BANNERSTONE CAPITAL 328 Barry Avenue South, Suite 210 Wayzata, MN, 55391 | 147447 | $141,136,011 | 513 | A percentage of AUM |
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