Jeffrey Farni
Jeffrey Farni is a registered investment advisor at Quantitative Asset Management, LLC, based in Minnetonka, MN, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 176 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
4350 Baker Road, Suite 160, Minnetonka, MN, 55343
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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 →Other Business Activities
Jeffrey is the chairman and owner of Hart Skis Inc. He dedicates minimal time to this role as a board member.
Employment History
Current Registrations
Quantitative Asset Management, LLC
Previous Registrations
RBC Dain Rauscher INC.
State Registrations1 state
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