Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of assets under management. For non-discretionary accounts, fees range from 2.00% on the first $99,999 to 0.80% on amounts over $5,000,000. Discretionary portfolio management fees range from 0.15% on the first $249,999 to 0.10% on amounts over $2,000,000. Financial planning fees are charged hourly ($150-$500/hour), annually (fixed fee $500-$100,000), or as a one-time payment ($500-$100,000). Fees are negotiable based on account size and other factors. The account minimum is $25,000, but may be waived.
Areas of Practice
Advisor Information
Office location
600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426
Get directionsRegulatory History (1)
Regulatory
October 2025Other Business ActivitiesSells Insurance
Jeffrey sells life and long-term care insurance, dedicating a few hours per week. He also owns JRS, LLC for personal tax and financial planning, spending a few hours per week on this. Finally, he is an investment advisor representative of Oakwood Capital, Inc., spending about 10-20% of his time on this.