TrueAdvisor
TrueAdvisor
JK
JK

Jacki Kolkman

Balefire, LLC
4 Years of Experience
St Louis Park, MN
View SEC Summary
View SEC Summary

Jacki Kolkman is a registered investment advisor at Balefire, LLC, based in St Louis Park, MN, with 4 years of industry experience. Jacki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,864 clients with $2B in assets under management.

Balefire, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,864 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management

Balefire charges an ongoing fee based on the total value of your portfolio, including cash and investments. The fee is calculated quarterly and deducted directly from your account in advance.

  • Asset management fee — Varies based on the scope and complexity of your situation, and is negotiated directly with you.
  • Platform fee — An additional 0.25% per year is assessed to cover technology, portfolio accounting, and reporting services (often waived for ultra-high-net-worth clients).
  • Other investment costs — You will also pay separate fees to third-party investment managers or mutual fund companies if your portfolio includes their products, typically ranging from 0.08% to 0.60% per year, plus trading ticket charges from your custodian.
View Full SEC Brochure

Location

4450 Excelsior Blvd, Suite 460, St Louis Park, MN, 55416

Get directions

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.

Learn about disclosures →
Other Business Activities

Jacki is a partner and investment adviser representative at Fuse Partners, LLC. This is a registered investment advisory (RIA) and takes nearly full-time.

Employment History
Current Registrations
Balefire, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Fuse Partners, LLC
September 2022 - December 2023 · 1 yr 3 mos
State Registrations4 states
MNMTTXWI
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.
More Advisors
More financial advisors in St Louis Park, MN →All financial advisors in Minnesota →