Jack Ekholm is a CFP-designated registered investment advisor at Paladin Capital, based in Arden Hills, MN, with 2 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19 clients with $10M 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% |
Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on relationship history, asset composition, and portfolio size. Additional third-party manager or platform fees may apply depending on the chosen strategy.
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 Capital
Paladin Financial
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.
Exams
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