Erik Jensen is a CFP-designated registered investment advisor at Logan Park Wealth Management, based in Minneapolis, MN, with 8 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 408 clients with $460M 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 | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees may be negotiable for accounts over $10,000,001. Certain legacy clients may pay fees that do not conform to this fee schedule.
Fee Estimator
Location
121 S. 8th Street, Suite 1110, Minneapolis, MN, 55402
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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 →Employment History
Current Registrations
Logan Park Wealth Management
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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