Ehlers

CRD#146385
Investment Advisor Firm

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Learn more about Ehlers

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Ehlers is located at 3060 Centre Point Drive, Saint Paul, MN. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Ehlers is not a registered broker-dealer.

    Ehlers oversees $2.3 billion in assets under management across 571 accounts, all of which are non-discretionary. The services offered include portfolio management for institutional clients, educational seminars, and other services. The firm caters to charitable organizations, state or municipal government entities, and corporations, with state or municipal government entities being the largest client type by accounts. The fee structure at Ehlers includes asset-based, hourly, and fixed fees. The firm maintains affiliations with a banking or thrift institution.

    Ehlers is registered in the states of Colorado, Illinois, Kansas, Minnesota, and Wisconsin.

    Assets Under Management

    $2.3 billion

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    3060 Centre Point Drive
    Saint Paul, MN 55113-1122

    Ehlers by the Numbers

    Total Assets Under Management

    $2.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    9

    National Average: 64
    Total Number of Accounts

    571

    National Average: 375,227
    Average Account Size

    $4.1 million

    National Average: $23.0 thousand
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    Products and Services

    Ehlers offers a number of financial services, which can include portfolio management for institutional clients, educational seminars, and other services. However, Ehlers did not provide any of its clients with financial planning services in the prior financial year. The Company does sell products or offer services other than investment advice to its clients.

    Core Advisor Services

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      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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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      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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      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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      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees largely vary depending on the type of services provided. Fees charged by Ehlers can include some blend of the following fee types: asset-based, hourly, or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with charitable organizations, state or municipal government entities, and corporations. Out of its 3 clients, Ehlers's biggest client type by number of accounts is state or municipal government entities.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 99.58%
    • Charitable Organizations - 0.42%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Ehlers does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Ehlers

    Matthew Tourville
    Saint Paul, MN
    Patrick Rooney
    Saint Paul, MN
    Logan Schwartz
    Saint Paul, MN
    James Groetsch
    Saint Paul, MN
    Tamara Olszewski
    Saint Paul, MN
    Ryan Miles
    Saint Paul, MN
    Brian Reilly
    Saint Paul, MN

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