Eide Bailly Advisors, LLC is a prominent investment advisory firm located in Fargo, ND. With a strong presence in the market, they operate from 10 strategically placed offices, ensuring a wide-reaching and personalized service for their clients. Boasting a team of 16 highly skilled professionals, Eide Bailly Advisors, LLC specializes in providing comprehensive investment advisory services to a diverse range of clients.
With an average of $76,680,000 in assets under management per investment advisor, Eide Bailly Advisors, LLC maintains an industry-standard level in terms of assets managed. Their compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges.
While less than 30% of their assets under management are comprised of 401K and individual accounts, Eide Bailly Advisors, LLC possesses the expertise and capability to effectively manage employer funds. A significant portion, 55%, of the assets they manage is discretionary, indicating their ability to make independent decisions to maximize returns for their clients.
The firm primarily serves high-net-worth individuals, who entrust Eide Bailly Advisors, LLC with over $1,226,839,000 in assets under management across more than 600 individual client accounts. Notably, Eide Bailly Advisors, LLC benefits from the expertise of their experienced advisors, including Jill Floden, June Lonnquist, and Bradley Kelley, who have demonstrated their commitment to the firm over the years.
With their extensive knowledge, personalized approach, and a strong track record of success, Eide Bailly Advisors, LLC is well-positioned to continue providing top-tier investment advisory services to their valued clients in Fargo, ND, and beyond.