Breanna Jensen is a registered investment advisor at Petros Family Wealth, LLC, based in Bloomington, MN, with 2 years of industry experience. Breanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 533 clients with $340M 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 | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be based on cumulative household assets under management. For investment and portfolio management services Petros provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our standard fee.
Fee Estimator
Location
8500 Normandale Lake Blvd, Suite 850, Bloomington, MN, 55437
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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
Breanna works as a research associate for the Royal's Investment Fund, a student-managed portfolio at Bethel University, since 2022. She dedicates a few hours per week to analyzing holdings and assisting with portfolio management decisions.
Employment History
Current Registrations
Petros Family Wealth, LLC
State Registrations1 state
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