Fred
Speece

Speece Thorson Capital Group Inc

CRD#2278982
Investment Advisor
in Hopkins, MN

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About this Advisor

Fred Speece is a chartered financial analyst based out of Hopkins, Minnesota with 9 years of relevant experience. Speece works at Speece Thorson Capital Group Inc. They have been an employee of Speece Thorson Capital Group Inc for their entire career. Speece has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota. Speece Thorson Capital Group Inc is a financial advisory company based in Hopkins, MN. It oversees $502 million in total assets among its 28 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 28 accounts, 46% are held by high-net-worth clients who have more than $1 million in assets. Speece Thorson Capital Group Inc has a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually depend on the type of services provided. Fee types charged by Speece Thorson Capital Group Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

601 Carlson Parkway Suite 850
Hopkins, MN 55305-5231

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Speece Thorson Capital Group Inc Brokerage Details

Total Assets Under Management

$502,000,000

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

28

MN Average: 8,262
Average Account Size

$17,928,571

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Fred Speece Work History

Fred has been registered as a financial advisor for 9 years.*

1992 - Present (32 years)

Speece Thorson Capital Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fred Speece to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Speece Thorson Capital Group Inc

Matthew Weight
Hopkins, MN
Peter Swanson
Hopkins, MN
Benjamin Johnson
Hopkins, MN
Fred Speece
Hopkins, MN

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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