Margaret Jones is a registered investment advisor at Jones Kertz & Associates, INC., based in Minneapolis, MN, with 39 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Jones Kertz & Associates offers a wrap fee program where you pay a single fee that covers investment advice, account custody, and trading costs. This annual fee is a percentage of the value of your investments, typically ranging from 0.5% to 2%. The exact fee will be detailed in your investment management agreement and is negotiable. JKA may also charge a separate fee for wealth planning services, depending on your needs.
Location
100 N 6th St, Ste 620B, Minneapolis, MN, 55403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jones Kertz & Associates, INC.
Previous Registrations
Wic CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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