Jerod Gustafson
Jerod Gustafson is a registered investment advisor at Highmark Wealth Management LLC, based in St. Paul, MN, with 29 years of industry experience. Jerod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 346 clients with $520M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable and may vary based on several factors. Similarly situated clients could pay different fees.
Fee Estimator
Location
944 Inwood Ave N, St. Paul, MN, 55128
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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
Jerod is a Managing Director, Investments at Highmark Wealth Management, acting as a financial advisor for individuals and corporations. This role as a Registered Investment Advisor (RIA) takes nearly all of Jerod's time.
Employment History
Current Registrations
Highmark Wealth Management LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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