Sweet Financial Partners, Llc
Fairmont, Minnesota
5.0
5 Reviews
Sweet Financial Partners, LLC is a highly reputable local investment advisory firm based out of Fairmont, MN, with two well-established offices. With over 970 individual clients and an impressive $627,583,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs.
Specializing in employer 401Ks and individual investments, Sweet Financial Partners, LLC boasts extensive experience in this sector, accounting for approximately half of their assets under management. The firm's commitment to excellence is evident in their 100% discretionary management approach, ensuring that...
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Assets Under Mgmt
$627.58M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Articles
Articles
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