Jamer Yaggie
Jamer Yaggie is a registered investment advisor at Charles Schwab & CO., INC., based in Edina, MN, with 2 years of industry experience. Jamer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3601 Minnesota Drive, Suite 430, Edina, MN, 55435-9878
Get directionsHistory
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 ActivitiesSells Insurance
Jamer sells and services fixed insurance products, including life, annuities, disability insurance, long-term care, health, and group insurance, dedicating about 10-20% of their time. Jamer is also a partner in YAGCO LLC, a family-owned grain elevator, and is joining Cannaday Bloom Wealth & Insurance Solutions as a financial advisor, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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