Bluestem Wealth Partners, LLC
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Overview
Bluestem Wealth Partners, LLC operates as an advisory company located in Hopkins, Minnesota. It has a small team, including 17 financial advisors. Bluestem Wealth Partners, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like equities, bonds and options.
The firm's main office is located at 13100 Wayzata Blvd., Hopkins, Minnesota 55305. The company is legally allowed to serve customers across 14 U.S. states and territories.
Number of Advisors
Disclosures
Office Location
Bluestem Wealth Partners, LLC by the Numbers
38
Products and Services
Bluestem Wealth Partners, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. However, Bluestem Wealth Partners, LLC did not provide any of its clients with financial planning services in the previous fiscal year. It is not involved in selling products or offering services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely are based on the type of financial services provided. However, fees billed by Bluestem Wealth Partners, LLC likely are comprised of the following fee structures: asset-based or fixed. Bluestem Wealth Partners, LLC does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Bluestem Wealth Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bluestem Wealth Partners, LLC
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
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