Jonathan Lofquist is a registered investment advisor at 1834 Investment Advisors CO., based in Minneapolis, MN, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.
Location
1601 Utica Ave S, Suite 1150, Minneapolis, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
1834 Investment Advisors CO.
Previous Registrations
Thrivent Advisor Network, LLC
State Registrations1 state
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