Featured Business Financial Advisor in Minneapolis, MN
Minneapolis Financial Advisors
Vector Wealth Management
43 Main Street SE, Suite 236
Minneapolis, MN 55414
(612) 378-7560
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Advisor Profile
 Robert  Lawson
Name:  Robert Lawson
Phone Number:  (612) 378-7560
Website:  Visit Website
Disclosure Link:
https://www.vectorwealth.com...
Disclaimer
Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

About Vector Wealth Management

Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program.

Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely- individuals with investment real estate.

Clients of Vector Wealth Management can benefit from the following defining characteristics:

- Fiduciary approach acting only and solely in the clients' interest - Proprietary wealth planning software application, SOJOURN® - Strategic, customized, tax efficient financial planning - Collaborative team approach with strong client relationships as a centerpiece - Disciplined investment process focusing on providing long- term liquidity, stability, and growth while managing volatility - Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients

Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
 

General Information

Firm CRD#:    152667
States Licensed in:    MN AZ CA FL IL LA NC ND PA TN TX WI
States Willing to do Business in:    Afton,Andover,Anoka,Bayport,Cedar,Champlin,Chanhassen,Chaska,Circle Pines,Cottage Grove,Dayton,Excelsior,Farmington,Forest Lake,Hamel,Hanover,Hopkins,Houlton,Hugo,Inver Grove Heights,Lake Elmo,Lakeland,Lakeville,Long Lake,Loretto,Maple Plain,Mendota,Minneapolis,Minnetonka,Mound,Newport,Osseo,Plymouth,Prior Lake,Rogers,Rosemount,Saint Paul,Saint Paul Park,Savage,Shakopee,South Saint Paul,Spring Park,Stillwater,Vermillion,Victoria,Wayzata,Willernie,Wyoming,Serve clients throughout the United States
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    25
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), National Association of Personal Financial Advisors (NAPFA), National Association of Estate Planners & Councils (NAEPC), Paladin Registry
 

Firm Information

Firm's Number of Clients:    900
Assets Managed by Firm:    $1 Billion
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1% or less
Additional Details on Charges:    0.85% over $1 million; 0.75% over $3 million; 0.65% over $5 million
 
 
 
Prepared By: Robert Lawson

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