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 Business Owners, High Net Worth, 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% |
Schedule applies to accounts held at Pershing Advisor Solutions. Accounts held at Fidelity are charged a flat 0.30%. Bond ladders, dedicated certificates of deposit, and other custodians have varying rates up to 1.26%. Held-away accounts managed through Pontera are charged up to 0.60%.
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
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Dst Market Services, LLCBroker
Fintegra, LLCBroker
Primevest Financial Services, INC.Broker
Guaranty Brokerage Services, INC.Broker
Bancnorth Investment Group, INC.Broker
State Registrations1 state
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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