Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, generally between 0.65% and 1.00%. Financial planning and consulting fees range from $1,500 to $10,000 on a fixed fee basis, or $125 to $250 per hour. A minimum annual flat fee of $10,000 may apply to clients with less than $1,000,000 in assets under management. Fees are negotiable based on various factors.
Areas of Practice
Advisor Information
Office location
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
Get directionsRegulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Jnba Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Stacy partners closely with Senior Advisors assisting with and guiding financial plan development for JNBA clients. As a leading member of the Financial Planning Committee, she is responsible for implementing financial planning initiatives across the firm. She also executes day-to-day operational items and client requests to support Advisory Teams including coordination with the TD Ameritrade service group and working with the Client Service Team to execute complex client requests. Her dedication to JNBA clients, their success, and the experience they have with the firm is an asset to clients and colleagues alike.