Aaron Ahlstrom is a CFP-designated registered investment advisor at Jmg Financial Group LTD, based in Bloomington, MN, with 16 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,789 clients with $7.5B 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 | 1.00% |
Annual advisory fees generally range from 0.35% to 1.00% of assets under management on a tiered basis, and are negotiable. Alternative investments generally range from 0.90% to 1.00%. Sub-advisor fees and alternative investment expenses are separate and in addition to JMG's fee.
Fee Estimator
Location
3601 Minnesota Drive, Suite 600, Bloomington, MN, 55435
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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
Jmg Financial Group LTD
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, 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.
Exams
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