Jill Lawrence
Jill Lawrence is a CFP-designated registered investment advisor at Bluestem Wealth Partners, LLC, based in Minnetonka, MN, with 29 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,561 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueStem Wealth Partners charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The fee for the initial month is based on the average daily balance of your portfolio at the end of the month. For subsequent months, the fee is paid in advance, based on the average daily balance of your portfolio for the previous month. BlueStem's maximum asset-based fee for their Core Equity Model is 1.75%. They also charge separate asset-based fees for specific services like cash portfolios, CDs, money market accounts, and variable annuities.
Location
13100 Wayzata Blvd., Suite #140, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2017Customer Dispute
September 2013Other Business Activities
Jill is a partner in LM Partners, LLC, established for office expenses related to BlueStem Wealth Partners, and co-owner of BlueStem Holdings, LLC, managing office and building expenses. She also serves as CEO of LM Partners, LLC, is a board member for Westonka Food Shelf and Hamline University School of Business, and engages in fiduciary activities.
Employment History
Current Registrations
Bluestem Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.