Jamie Kaestner
Jamie Kaestner is a registered investment advisor at Saxony Capital Management, LLC, based in Minneapolis, MN, with 11 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M 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 $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Location
702 N 1st St., Suite 100, Minneapolis, MN, 55401
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 Activities
Jamie uses Ironhorse Wealth Management and Ironhorse Investments & Estate Planning as a DBA for investment-related business.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Previous Registrations
Saxony Capital Management, LLC
Plan Group Financial, INC.
Plan Group Financial, INC.
Plan Group Financial, INC.
Smart Money Group, LLC
Calton & Associates, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
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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