JT

Jane Bonnie Truckenbrod

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
932 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.6B

Fee Structure

Hourly Rate:$100 - $500/hr

Investment supervisory and portfolio management fees range from 0.1% to 2% of assets under management, or a fixed fee from $250 to $10,000. Financial planning fees are either hourly ($100-$500/hour) or fixed, depending on the services and complexity. The firm may reduce or waive the hourly fee and/or the minimum fixed fee if a financial planning client chooses to engage them for portfolio management services.

Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningRetirement PlanningInsurance Planning
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Advisor Information

Office location

80 South 8th Street, Suite 900, Minneapolis, MN, 55402

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Management Associates INC
August 2016 - Present · 9 yrs 5 mos
Capital Management Securities, INC.Broker
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Vsr Advisory Services
June 2014 - July 2016 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
October 1996 - July 2016 · 19 yrs 9 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.