Boeckermann, Grafstrom & Mayer Wealth Management, LLC is a large advisory firm based in Bloomington. It manages $208.39 million of regulatory assets for 417 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, Minnesota, Texas, and Wisconsin.
Boeckermann, Grafstrom & Mayer Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and investment consultations. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boeckermann, Grafstrom & Mayer Wealth Management, LLC is $208.39 million. The firm's AUM has gone down by -14% 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 Boeckermann, Grafstrom & Mayer Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Boeckermann, Grafstrom & Mayer Wealth Management, LLC performs its advisory services is located at 4470 W. 78 Th St. Circle, Bloomington, MN 55435, 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 952-844-2500 or by fax 952-844-2525. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bgmwealth.com.