About

TRANSPARENCY

Based in Minnesota, Ledge Wealth is a fee-based independent, registered investment advisory firm that provides unbiased investment advice and legacy planning for high net worth individuals, families, and business owners across the United States.

You have the right to a transparent relationship and to clearly know the costs for your relationship with us. By disclosing all fees and providing low cost investment products, you will have a greater chance of earning success over time because you will control your costs.

 

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As a fee-based financial advisor we are an independent firm and are not affiliated with any brokerage firm, insurance company, or bank. There are no commissions or kickbacks received; therefore, there is no incentive to recommend one investment or planning tool over another.

Operating under the strictest levels of confidentiality, we will protect your information to the highest standards outlined by SEC, FINRA, state, and regulatory agencies.