Excelsior Investors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Excelsior Investors serves individuals (including high net worth clients), trusts, estates and charitable organizations with discretionary and non-discretionary portfolio management and, when requested, financial planning and related consulting. The firm primarily implements portfolios using mutual funds, ETFs, individual equities and fixed income securities and generally charges negotiable percentage-of-AUM advisory fees.
The firm’s investment process is grounded in fundamental analysis and employs both long-term and short-term purchase strategies with ongoing supervision and periodic reviews. It provides clients access to an eMoney aggregation platform, typically recommends custodians such as Fidelity or Schwab, and may allocate to adviser-only mutual funds (for example, DFA funds); it also documents trade-error reimbursement procedures and cybersecurity safeguards.
A distinctive feature of this firm is its scale per advisor: it manages roughly $242 million in discretionary assets with a single principal, a high AUM-per-advisor profile that is uncommon among supported firms. The firm also highlights flexible, negotiable fee arrangements and leaves proxy voting to clients, practices that may differ from many peers.
Client services
Expertise
Fee options
Flat fees may be charged at Registrant's discretion based on scope and complexity of services; details set forth in separate written notice to client.
$0 - $2,000,000: 1.00% annually $2,000,000+: 0.50% annually
Account minimum: $750,000 Fee-only: Negotiable annual investment advisory fee generally between 0.50% and 1.00% of assets under management; may charge fixed fees or flat fees at discretion based on client circumstances; additional fees may apply for extraordinary planning or consultation services as separately agreed.
Main office
34 Water Street, Suite 8
Excelsior MN 55331
Advisors at this office
1
Most active in
Florida · Minnesota
Also doing business as
Excelsior Investors · Intelligent Financial Strategies · Intelligent Financial Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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