Jessica Gauerke is a registered investment advisor at Midwest Financial Partners, based in St. Cloud, MN, with 19 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 531 clients with $1.5B 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 | 1.26% |
| $250K - $500K | 1.02% |
| $500K - $1.0M | 0.99% |
| $1.0M - $2.0M | 0.78% |
| $2.0M - $5.0M | 0.71% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Clients with accounts custodied at Fidelity Brokerage Services are assessed a flat fee of 0.30%. Bond ladders and dedicated bond accounts will be charged a fixed rate of 0.40%. Dedicated CD accounts will be charged a fixed rate of 0.40%. Advisory fees charged by any other selected custodians will not exceed 1.26%. Our firm will assess an annual advisory fee of up to 0.60% per account managed through Pontera.
Fee Estimator
Location
912 West Saint Germain Street, Suite #300, St. Cloud, MN, 56301
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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 →Employment History
Current Registrations
Midwest Financial Partners
Previous Registrations
Alps Advisors, INC.
Alps Portfolio Solutions Distributor, INC.Broker
Alps Distributors, INC.Broker
Usadvisors Wealth Management, LLC
Securities America, INC.Broker
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State Registrations1 state
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