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Jordan Saari

11 Years of Experience
Edina, MN
1 DisclosureBroker

Jordan Saari is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 11 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

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

3601 Minnesota Dr, Ste 905, Edina, MN, 55435-5281

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2015
Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2016 - Present · 10 yrs 3 mos
Ameriprise Financial Services, LLC
September 2015 - Present · 11 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2015 - Present · 11 yrs 1 mo
State Registrations20 states
CACOFLGAHIIAILLAMAMIMNMTNJNYORSCTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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