Jessica Ruth Seifert

Jnba Financial Advisors, LLC

13 Years of Experience

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Firm Information

Jnba Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

30 advisors

Number of Clients

1,091 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Financial Plan Fee:$1,500 - $10,000

Hourly Rate:$125 - $250/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Advisor Information

Office location

8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437

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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.