Jay Brown is a CFP, ChFC-designated registered investment advisor at Boulay Wealth, based in Eden Prairie, MN, with 24 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,123 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees typically range from 0.60% to 1.95% based on size, nature, and complexity. Minimum total annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
11095 Viking Drive, Suite 500, Eden Prairie, MN, 55344
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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 ActivitiesSells Insurance
Jay is an agent at Boulay Insurance Solutions, LLC, selling fixed insurance products since 2011. This activity requires minimal time.
Employment History
Current Registrations
Boulay Wealth
Valmark Securities, INC.Broker
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
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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