MR
CFA
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information
Office location
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Jnba Financial Advisors, LLC
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
RBC Capital Markets, LLC
February 2023 - March 2023 · 1 mo
RBC Capital Markets, LLC Broker
April 2020 - March 2023 · 2 yrs 11 mos
Craig-Hallum Capital Group LLCBroker
April 2015 - December 2019 · 4 yrs 8 mos
Northland Securities, INC. Broker
October 2013 - April 2015 · 1 yr 6 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.