Jnba Financial Advisors, LLC
Assets Under Management
$1.7B
Number of Clients
1,091
Number of Advisors
30
Average Client AUM
$1.5M
AUM per Advisor
$56.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
JNBA Financial Advisors provides discretionary investment advisory services on a fee-only basis. They also offer financial planning and consulting services on a stand-alone basis. Additionally, they provide retirement plan consulting and family office services. The firm does not provide tax, legal, or accounting advice.
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
Location
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
