EXCELSIOR INVESTORS
Excelsior, Minnesota
Excelsior Investors is a distinguished investment advisory firm based in Excelsior, MN. With a dedicated team of two employees, they provide expert financial guidance and management services to their esteemed clientele. One of their knowledgeable advisors, Jason Good, has been a valued member of the firm since 2013. Excelsior Investors boasts an impressive average of approximately $86,620,000 in assets under management per investment advisor, aligning with the industry standard. They have a diverse compensation structure that includes various types, such as a percentage of assets under management and hourly charges, ensuring flex...
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Assets Under Mgmt

$160.49M

Investment Professionals

1

Locations

0

% 401K & Individual

6%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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