Goldner Hawn
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Overview
Goldner Hawn is a financial advisor firm headquartered in Minneapolis, Minnesota. It controls $585.9 million in total assets across two accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 10 financial advisors. Goldner Hawn does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, stocks and bonds.
Goldner Hawn manages all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without requiring the customer's consent. The company oversees about $292.9 million in assets for each client account. The typical financial advisor at Goldner Hawn administers fewer than one client account, placing it among the most personalized firms in the country.
The firm's headquarters is located at 90 S. 7Th Street, Minneapolis, Minnesota 55402-4128. Goldner Hawn is permitted to provide services to investors across a number of states, including Minnesota and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Goldner Hawn by the Numbers
$585.9 million
13
2
$292.9 million
Fee Structure
Fees for financial advisory services depend on which services the firm provides the client. However, fees charged by Goldner Hawn can include any combination of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its two customers, Goldner Hawn's largest client is pooled investment vehicles. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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