Jennifer Lesmeister is a registered investment advisor at Lfa, based in St. Cloud, MN, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 518 clients with $350M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
1219 - 33rd Street South, St. Cloud, MN, 56301
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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
Jennifer is an advisory representative of a Registered Investment Advisor (RIA) since April 2019, spending about 10-20% of her time on investment-related activities. She also serves as a committee member for Leave a Legacy Central MN, dedicating minimal time to this non-investment related role.
Employment History
Current Registrations
Lfa
Cambridge Investment Research, INC.Broker
State Registrations2 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.