Counsel Wealth Management, Inc.
Counsel Wealth Management, Inc. (CRD# 115165) is a financial advisory firm headquartered in Arden Hills, MN. They manage $146,868,130 in 1,538 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management147MILLION
-
Total Number of Accounts1,538ACCOUNTS
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Average Account Value$95,493
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, KY, MN, NE, TX, WI
Financial Advisors at Counsel Wealth Management, Inc.
No Advisor Found.
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