John Erickson is a registered investment advisor at Jse Wealth Management LLC, based in Wayzata, MN, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $4M 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 - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees negotiable for accounts above $2,000,000.
Fee Estimator
Location
Wayzata, MN
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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
John is the trustee for two family trusts, spending minimal time on this activity.
Employment History
Current Registrations
Jse Wealth Management LLC
Previous Registrations
Aegis Investment Management, LLC
Tiaa-Cref Advice and Planning Services
Wells Fargo Investments, LLC
State Registrations1 state
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.