Excel Financial, LLC, a local investment advisory firm based out of Red Wing, MN, is dedicated to delivering top-notch financial services to its clients. With six highly skilled employees, Excel Financial specializes in providing investment advisory services, boasting an impressive average of $141,920,000 in assets under management per investment advisor, surpassing the industry average.
The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring their interests align with the clients'. Excel Financial, LLC takes pride in serving over 320 individual clients, effectively...
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Assets Under Mgmt
$239.94M
Investment Professionals
6
Locations
3
% 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
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