Jesse Babich
Jesse Babich is a registered investment advisor at Advanced Advisor Group, LLC, based in Duluth, MN, with 17 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $11M 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 $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed income and cash management accounts have a separate fee schedule (0.60% for under $100,000 and 0.36% for $100,000 and above).
Fee Estimator
Location
639 E Central Entrance, Duluth, MN, 55811
Get directionsHistory
Regulatory History (2)
Financial
May 2018Financial
April 2018Other Business Activities
Jesse owns and manages a rental property and a storage unit, and also provides lawn mowing services. He is also involved in several community organizations and works part-time as an airline customer service agent and public utility commissioner.
Employment History
Current Registrations
Efs Advisors
Advanced Advisor Group, LLC
Advanced Advisor Group, LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations4 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.
Exams
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