Jesse Haller
Jesse Haller is a CFP, ChFC-designated registered investment advisor at Compass Financial Group, INC, based in Sioux Falls, SD, with 17 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,675 clients with $1.2B 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 | 1.50% |
Fees are negotiable and may be lower than 1.5% based on various factors.
Fee Estimator
Location
4300 South Louise Ave., Suite 300, Sioux Falls, SD, 57106
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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
Jesse is a licensed independent agent selling life and health insurance in South Dakota since 2010. This activity takes a few hours per week.
Employment History
Current Registrations
Compass Financial Group, INC
Previous Registrations
Variable Investment Advisors, INC.Broker
Compass Financial Group
Brokersxpress LLC
Brokersxpress LLCBroker
State Registrations2 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.