WJ
CFP
WJ
CFP

William Sean David Jamison

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
251 clients
Average Client Portfolio
$487K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.95%
$100K - $250K1.70%
$250K - $1.0M1.45%
$1.0M - $2.0M1.20%
$2M+1.00%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

226 N. Broad Street, Mankato, MN, 56001

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lifeplan Financial, LLC
January 2014 - Present · 12 yrs 1 mo
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.