Minneapolis Portfolio Management Group Review


Trust Score 97%
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Minneapolis Portfolio Management Group, federally registered in 2004, is a Registered Investment Advisor (RIA) in 42 state(s) with a licensed staff of 3 advisors. Minneapolis Portfolio Management Group manages $1.1 billion and provides investment advisory services for 2,019 clients (1:673 advisor/client ratio).

Minneapolis Portfolio Management Group requires a $500,000 minimum investment and charges a blended rate between 2.00% and 1.40% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 673 clients (industry average 1:50)

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $529,299
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:673
Headquarters Minneapolis, MN
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 2.00%
$500,001 to $1,000,000 1.80%
$1,000,001 to $5,000,000 1.60%
$5,000,001+ 1.40%


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