William Jamison is a CFP-designated registered investment advisor at Lifeplan Financial, LLC, based in Mankato, MN, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 255 clients with $140M 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 $100K | 1.95% |
| $100K - $250K | 1.70% |
| $250K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Accounts holding variable annuities will only be charged an annual fee of 1.00%. Variable annuity account values are not included in the household’s management fee tier calculation. All fees may be negotiable.
Fee Estimator
Location
226 N. Broad Street, Mankato, MN, 56001
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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 →Employment History
Current Registrations
Lifeplan Financial, LLC
State Registrations2 states
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