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. The firm provides retirement plan consulting and family office services. They do not implement financial plans unless agreed to in writing.
Fee Structure
Financial Planning:Included in AUM fee
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 and may vary based on several factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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Location
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
30 Advisors at this firm
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