Jennifer Jorgenson
Jennifer Jorgenson is a registered investment advisor at Nabity-Jensen Investment Management, INC., based in Sidney, IA, with 4 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $260M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are not normally negotiable, but alternative arrangements might be made for accounts outside the customary balanced accounts. Exceptions to the standard fee schedule may include large accounts, charitable and non-profit accounts, clients who began a business relationship with Nabity-Jensen under our prior fee schedule, accounts of current and former employees of Nabity-Jensen and its advisory affiliates, accounts with the potential for additional account deposits, and accounts of family members of current clients may be negotiated on a case-by-case basis.
Fee Estimator
Location
Sidney, IA
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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 owner/member of Canyon Creek Family Farm LLC since 2017, where she performs bookkeeping duties. This takes a few hours per week and does not occur during securities trading hours.
Employment History
Current Registrations
Nabity-Jensen Investment Management, INC.
State Registrations3 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.