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Satoru O. Asato, CFM, CFP®

McNellis & Asato, LTD. / Raymond James

8500 Normandale Lake Blvd
Ste 2160
Bloomington, MN 55437
Phone: (952) 548-3123
Fax: (952) 921-8667

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Household Income Minimum: $250,000
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Cross-border Planning
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Tangible Assets
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.