Somerset Group Llc
Wayzata, Minnesota
Somerset Group LLC, a small investment advisory firm headquartered in Wayzata, MN, operates from two office locations. With a team of four dedicated professionals, three of whom provide investment advisory services, Somerset Group LLC maintains an average assets under management (AUM) of approximately $47,080,000 per investment advisor, aligning with the industry average. The firm's compensation structure encompasses various types, including a percentage of AUM. While 401K and individual accounts constitute less than 30% of their AUM, Somerset Group LLC possesses the capability to manage employer funds. All the assets under their...
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Assets Under Mgmt

$141.23M

Investment Professionals

3

Locations

1

% 401K & Individual

8%

% Discretionary

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