Jnba Financial Advisors, LLC
Assets Under Management
$1.7B
Number of Clients
1,091
Number of Advisors
31
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$54.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
JNBA Financial Advisors provides investment advice and financial planning to individuals, families, and businesses. JNBA manages investments on a discretionary basis, meaning they make trades for you. They also offer financial planning services, including retirement planning, estate planning, and insurance planning. JNBA can also provide retirement plan consulting services to businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary based on factors such as the amount of assets managed, portfolio composition, and the complexity of the engagement. For clients with less than $1,000,000, JNBA may charge a minimum annual flat fee of $10,000.
Fee Estimator
Areas of Practice
Location
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
