Fiduciary advisors in Wayzata, MN

17 registered advisers

Wayzata is a Lake Minnetonka community that serves as a residential base for the Twin Cities' wealthiest households. 16 of those firms -- 94% -- operate on a fee-only basis, accepting no commissions.

360 FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #168600
Typical Fee--
AUM$568M
Minimum--
Clients1,940

ACM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #285739
Typical Fee--
AUM$213M
Minimum--
Clients14

BANNERSTONE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #147447
Typical Fee--
AUM$144M
Minimum--
Clients527

BLACK LAKE INVESTMENTS LLC

Fee-Only, No ConflictsClean Record
Wayzata, MinnesotaCRD #334605
Typical Fee--
AUM$801M
Minimum--
Clients1

DOUGHERTY WEALTH ADVISERS LLC

Clean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #143138
Typical Fee--
AUM$505M
Minimum--
Clients298

ESTUARY CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Wayzata, MinnesotaCRD #323379
Typical Fee--
AUM$865M
Minimum--
Clients3

FIAT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #318201
Typical Fee--
AUM$371M
Minimum--
Clients2,014

GARDA CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #282439
Typical Fee--
AUM$106.6B
Minimum--
Clients3

HUNTER STREET PARTNERS, LP

Fee-Only, No ConflictsClean Record
Wayzata, MinnesotaCRD #298142
Typical Fee--
AUM$278M
Minimum--
Clients7

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #129963
Typical Fee--
AUM$901M
Minimum--
Clients1,782

NORTH SKY CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Wayzata, MinnesotaCRD #133959
Typical Fee--
AUM$869M
Minimum--
Clients15

PACK PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #310523
Typical Fee--
AUM$267M
Minimum--
Clients357

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #119436
Typical Fee--
AUM$455M
Minimum--
Clients196

PERKINS CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #105028
Typical Fee--
AUM$127M
Minimum--
Clients145

SOMERSET GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #160282
Typical Fee--
AUM$135M
Minimum--
Clients161

WALLEYE CAPITAL LLC

Fee-Only, No Conflicts
Wayzata, MinnesotaCRD #161413
Typical Fee--
AUM$43.4B
Minimum--
Clients9

WAYZATA INVESTMENT PARTNERS LLC

Fee-Only, No Conflicts
Wayzata, MinnesotaCRD #132046
Typical Fee--
AUM$46M
Minimum--
Clients2
Fiduciary Advisors in Wayzata, Minnesota | FiduciaryListings