FINANCIAL PERSPECTIVES
Minneapolis, Minnesota
Financial Perspectives, based out of Minneapolis, MN, is a leading local investment advisory firm. With over 400 individual clients and a remarkable $744,093,000 in assets under management, the company has established itself as a trusted partner in financial planning and wealth management. With two offices, Financial Perspectives caters to a diverse range of clients, including high net worth individuals and employers seeking expert guidance for their funds. While 401K and individual accounts make up less than 30% of their assets under management, Financial Perspectives possesses the expertise and resources to effectively manage e...
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Assets Under Mgmt

$744.09M

Investment Professionals

13

Locations

1

% 401K & Individual

12%

% Discretionary

99%
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
Other: RETIREMENT PLAN CONSULTING
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.