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Magnetic North Advisors

Headquartered in MAPLE GROVE, MN

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Firm Information

Magnetic North Advisors is an independent financial advisor located in Maple Grove, Minnesota. They specialize in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $403,987,927 in assets for 1,463 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Their team of 6 investment adviser representatives is dedicated to helping clients achieve their financial goals.

Magnetic North Advisors

6900 WEDGWOOD ROAD N

MAPLE GROVE, MN 55311

$403.99M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

MAGNETIC NORTH ADVISORS has a total of 2 branch locations across the country.
location

MAPLE GROVE, MN

location

Forest Lake, MN

Advisors at Magnetic North Advisors

View All 4 Advisors
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Jason Michael Priebe

CFP®, RA

MAPLE GROVE, MN

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Christina Marie Madson

RA

MAPLE GROVE, MN

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Austin Jacob Boniface

CFP®, RA

Forest Lake, MN

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Michael G. Challe

CFP®, RA

MAPLE GROVE, MN

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Disclosures

There are no public disclosures for Magnetic North Advisors.

Frequently Asked Questions (6)

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