Jon Breimhorst is a CFP-designated registered investment advisor at Oakwood Capital, INC., based in St. Louis Park, MN, with 14 years of industry experience. Jon 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 599 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oakwood Capital charges a percentage of your portfolio's value annually for investment advisory and portfolio management services.
Non-Discretionary Investment Advisory Fees:
- $25,000 to $99,999: 2.00%
- Next $100,000 to $249,999: 1.90%
- Next $250,000 to $499,999: 1.80%
- Next $500,000 to $999,999: 1.60%
- Next $1,000,000 to $1,999,999: 1.40%
- Next $2,000,000 to $2,999,999: 1.20%
- Next $3,000,000 to $4,999,999: 1.00%
- Next $5,000,000 and above: 0.80%
Discretionary Oakwood Portfolio Management Fees:
- $25,000 to $249,999: 0.15%
- $250,000 to $499,999: 0.14%
- $500,000 to $999,999: 0.13%
- $1,000,000 to $1,999,999: 0.12%
- $2,000,000 and above: 0.10%
Fees can be negotiable or assessed at a flat rate at the Advisor's discretion.
Location
600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426
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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 Activities
Jon is an Investment Adviser Representative at Oakwood Capital, dedicating a few hours per week to this role. He also holds positions at Prescott Community Club, Prescott Chamber of Commerce, and Raleigh Dog LLC, spending minimal time on each.
Employment History
Current Registrations
Oakwood Capital, INC.
Oakwood Capital Securities, INC.Broker
Previous Registrations
Gardner Advisors INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Questar Capital CorporationBroker
Pruco Securities, LLC.Broker
State Registrations11 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.