Fiduciary advisors in Excelsior, MN
5 registered advisers
SEC registration data shows 5 fiduciary advisory firms in Excelsior, Minnesota. 5 are fee-only.
EXCELSIOR INVESTORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$242M
Minimum--
Clients326
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.4B
Minimum--
Clients2
LOCORR FUND MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.5B
Minimum--
Clients7
MODUS ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$601M
Minimum--
Clients1,500
STEBEN & COMPANY, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$69M
Minimum--
Clients1