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 Sales
Excelsior, MinnesotaCRD #108048
Typical Fee--
AUM$242M
Minimum--
Clients326

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

Fee-Only, No ConflictsClean Record
Excelsior, MinnesotaCRD #289890
Typical Fee--
AUM$1.4B
Minimum--
Clients2

LOCORR FUND MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Excelsior, MinnesotaCRD #156247
Typical Fee--
AUM$2.5B
Minimum--
Clients7

MODUS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Excelsior, MinnesotaCRD #291204
Typical Fee--
AUM$601M
Minimum--
Clients1,500

STEBEN & COMPANY, LLC

Fee-Only, No ConflictsClean Record
Excelsior, MinnesotaCRD #117808
Typical Fee--
AUM$69M
Minimum--
Clients1
Fiduciary Advisors in Excelsior, Minnesota | FiduciaryListings