Jane Truckenbrod
Jane Truckenbrod is a registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, with 29 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 932 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Management Associates offers investment management services where fees are based on a percentage of the assets they manage, ranging from 0.1% to 2% per year, or a fixed fee ranging from $250 to $10,000. They also offer a managed account program where the fee typically ranges from 0.1% to 1% of the account value, which is in addition to the third-party asset manager's fee.
Location
80 South 8th Street, Suite 900, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Management Associates INC
Capital Management Securities, INC.Broker
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations1 state
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