Klane Wealth Management,LLC is an adviser based in St. Paul. It manages $44.59 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Minnesota.
Klane Wealth Management provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Klane Wealth Management,LLC is $44.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Klane Wealth Management,LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Klane Wealth Management,LLC performs its advisory services is located at 6 West Fifth Street, St. Paul, MN 55102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 651-225-4884 or by fax 651-225-8603. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.