Jonathan Rienstra is a registered investment advisor at Strategic Wealth Group, based in Excelsior, MN, with 16 years of industry experience. Jonathan 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 3,557 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
684 Excelsior Blvd, Suite 230, Excelsior, MN, 55331
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Jonathan operates under Arch Asset Management as a DBA for his LPL business and is an IAR for Strategic Wealth Group Registered Investment Advisors, LLC, spending about half his time providing investment advisory services. He also has a business entity for tax/investment purposes, rental real estate, and sells non-variable insurance products, dedicating about 10-20% of his time to insurance.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
State Registrations9 states
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