Jack Ekholm is a registered investment advisor at Paladin Capital, based in Arden Hills, MN, with 1 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
4105 Lexington Avenue North, Suite 230, Arden Hills, MN, 55126
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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
Jack works as a facility operations supervisor at Life Time Athletic, dedicating about 20% of his time. He also performs administrative services for estate planning at Paladin Legal Services (a few hours per week) and works as an IAR for Paladin Capital, LLC (a few hours per week).
Employment History
Current Registrations
Paladin Financial
Paladin Capital
Gradient Securities, LLCBroker
State Registrations1 state
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.