Wixon Advisors, Inc.
Maple Grove, Minnesota
3.0
2 Reviews
Wixon Advisors, Inc., a small investment advisory firm based out of Maple Grove, MN, is committed to providing exceptional financial services. With a total of three dedicated employees, including two seasoned investment advisors, they offer expert guidance to their clients. On average, each investment advisor manages an impressive portfolio of approximately $33,630,000 in assets. The firm's compensation structure is diverse and includes various options such as a percentage of assets under management and hourly charges. This ensures that clients have flexibility in choosing the most suitable payment arrangement for their needs. ...
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Assets Under Mgmt

$91.62M

Investment Professionals

2

Locations

0

% 401K & Individual

58%

% Discretionary

85%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: INSURANCE PLANNING AND SALES
Other Business Activities
Insurance broker or agent
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