Breckenridge School Board Meeting Agenda January 2026
School District Approves Investment Advisory Contract with Ehlers
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Description
Breckenridge Public Schools has approved an Investment Advisory Agreement with Ehlers Investment Partners LLC for portfolio management and advisory services, with a sliding fee scale based on assets managed. The agreement is effective January 13, 2026 and continues until terminated by either party.
Contract Details
Contract Amount
0.15% for first $25 Million; 0.12% for next $25 Million; 0.10% for next $50 Million; 0.08% for over $100 Million
Vendor
EHLERS INVESTMENT PARTNERS LLC
Agency
Breckenridge Public School District, MN
Contract Type
FINANCIAL_SERVICES
Document Date
January 21, 2026
Contract Term
Effective January 13, 2026; continues until terminated by either party with 30 days written notice
Renewal Info
Agreement continues until terminated by either party with 30 days written notice; may be amended with 30 days advance notice barring termination prior to amendment date.
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