Minder Narusiewicz, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Minder Narusiewicz, Inc. is a registered investment adviser that works primarily with individual and high‑net‑worth clients and maintains a small, single‑advisor practice managing roughly $27.1 million for about 29 clients. The firm offers non‑discretionary portfolio management, written financial planning, participation in a wrap fee program through Vision2020 Wealth Management Corp., and additional services such as tax preparation and recommendations for various financial products.
The firm constructs individualized portfolios using a risk‑tolerance questionnaire and asset‑allocation and optimization tools, and may include mutual funds, ETFs, equities, options and variable annuity sub‑accounts in client portfolios. Advisory services on the firm’s Advisor Managed Portfolios platform are delivered through Pershing for execution, clearing and custody, with clients retaining approval authority for trades under non‑discretionary arrangements.
What is distinctive about Minder Narusiewicz is the combination of roles its advisers hold: they are registered representatives of Osaic Wealth, Inc. and are licensed insurance agents, and the firm acts as a portfolio manager for a wrap fee program—practices that introduce commission‑based compensation and product sales in addition to advisory fees. The firm’s model of primarily non‑discretionary management alongside broker‑dealer registration, insurance sales, wrap program sponsorship, and offering tax preparation distinguishes it from many peer independent advisers.
Client services
Expertise
Fee options
1.00% annually
Persons providing advice are registered representatives receiving commissions on securities and insurance products sold, separate from advisory fees.
$250 per hour, negotiable depending on scope and complexity
Account minimum: $50,000
Main office
720 Main St Ste 209
Mendota Heights MN 55118
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Minder Albrecht Advisors Inc. · Minder Financial Services, Inc. · Minder Narusiewicz, Inc.
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.
Forms ADV
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