JNBA Financial Advisors provides investment advice and financial planning to individuals, families, and businesses. JNBA manages investments on a discretionary basis, meaning they make trades for you. They also offer financial planning services, including retirement planning, estate planning, and insurance planning. JNBA can also provide retirement plan consulting services to businesses.
Assets Under Management$1.7B
Clients1,091
Advisors30
Avg. per Client$1.5M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 factors such as the amount of assets managed, portfolio composition, and the complexity of the engagement. For clients with less than $1,000,000, JNBA may charge a minimum annual flat fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
30 Advisors at this firm
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