JR
CFP
JR
CFP

Jacqueline Runnberg

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
435 clients
Average Client Portfolio
$954K average
Assets Under Management
$414.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.70%
$5M+0.50%

Fees are negotiable depending on individual client circumstances. RSA may combine the account values of family members living in the same household to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

37 S. River Street, Aurora, IL, 60506

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jacqueline is an employee within the wealth management department at Old Second National Bank, where she works as a wealth advisor. She dedicates nearly all of her time to this role.

Employment History
Current Registrations
River Street Advisors, LLC
August 2015 - Present · 10 yrs 7 mos
Previous Registrations
BMO Harris Financial Advisors, INC
December 2005 - April 2012 · 6 yrs 4 mos
Harrisdirect LLC
October 2004 - December 2005 · 1 yr 2 mos
Sii Investments, INC.
July 2004 - November 2004 · 4 mos
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jacqueline Runnberg - Financial Advisor | TrueAdvisor