Firm Information
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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Financial planning fees range from $500 to $25,000 depending on complexity. Modular financial planning is available at $500 per hour. Portfolio management fees are based on a tiered schedule (see table). Legacy clients may have different fee schedules. The firm may charge $100/year per account, but this may be waived. Fees are negotiable for accounts over $10,000,000. A minimum of $250,000 is generally required to open and maintain an advisory account, but this may be waived.
Areas of Practice
Advisor Information
Office location
6121 Excelsior Blvd, St Louis Park, MN, 55416
Get directionsRegulatory History (1)
Financial
November 2021Other Business ActivitiesSells Insurance
Jacob is an independent insurance agent at Secured Retirement Associates, LLC since September 2023. This investment-related activity takes about a quarter of his time, with all hours devoted during securities trading hours.