Jamie Schrupp
Jamie Schrupp is a registered investment advisor at Midwest Financial Partners, based in St. Cloud, MN, with 14 years of industry experience. Jamie 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
Get directionsHistory
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
Jamie is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours to this activity. Jamie also acts as a personal financial advisor to the owners of a land company, spending minimal time attending board meetings and participating in strategic planning.
Employment History
Current Registrations
Midwest Financial Partners
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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