Classic Asset Management, LLC is a highly reputable investment advisory firm headquartered in Fargo, ND. With a team of 12 skilled professionals, including 6 investment advisors, they offer comprehensive financial services to a diverse clientele. Their average assets under management per investment advisor stands at an impressive $264,430,000, surpassing the industry average.
The firm's compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with client goals. Classic Asset Management, LLC takes pride in serving over 870 individual clients, m...
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Assets Under Mgmt
$158.4M
Investment Professionals
6
Locations
0
% 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
Selection of other advisers
Other: RETIREMENT PLAN ADVISORY SERVICES
Disclosures
Currently the subject of any regulatory proceeedings previously talked about
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