Jay Higgins is a CFP-designated registered investment advisor at Advanced Advisor Group, LLC, based in Stillwater, MN, with 15 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $11M 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 $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed income and cash management accounts have a separate fee schedule (0.60% for under $100,000 and 0.36% for $100,000 and above).
Fee Estimator
Location
1950 Northwestern Ave, #106, Stillwater, MN, 55082
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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
Jay is the President of Higgins Financial LLC, established in 2015 for tax purposes and as a pass-through entity for EFS Advisors. He spends minimal time on administrative tasks and trading for the LLC.
Employment History
Current Registrations
Efs Advisors
Advanced Advisor Group, LLC
Advanced Advisor Group, LLCBroker
State Registrations4 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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