Jay Brown is a CFP, ChFC-designated registered investment advisor at Boulay Wealth, based in Eden Prairie, MN, with 23 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,135 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boulay Wealth charges an annual advisory fee based on the size, nature, and complexity of the client relationship, typically ranging from 0.60% to 1.95% of the portfolio value. Fees are negotiable. While there is no minimum level of investable assets required, the minimum total annual fee is $10,000, although this can be negotiated or established at a flat annual rate in special circumstances. Boulay offers both blended and incremental fee arrangements.
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.