Top financial advisors in Blaine, MN
We’ve curated a list of the best financial advisors in Blaine, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$154,322,453
Number of advisors
4 advisors
| $154,322,453 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Blaine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Blaine. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Jones Kertz & Associates, Inc.
Jones Kertz & Associates, Inc. is a registered investment adviser founded in 1984, offering a Wrap Fee Program through Fidelity Brokerage Services LLC. The firm provides continuous personal service to investors with individualized, ongoing asset management on a discretionary or non-discretionary basis. Fees, ranging from 0.5% to 2% annually, are based on assets under management and billed quarterly. Wealth Planning services are also available. The minimum account size is $500,000, which may be waived under certain circumstances. Investment strategies include stocks, bonds, and mutual funds, with a focus on fundamental, bottom-up research. Clients receive quarterly reports, confirmations of transactions, and at least quarterly statements. JKA does not accept performance-based fees or engage in side-by-side management. Clients have the option to pay fees directly or have them debited from their accounts. The firm does not mark up security prices and does not have external compensation arrangements related to the Wrap Fee Program. JKA acts as the Portfolio Manager and does not utilize outside advisers. Clients have investment discretion, with the ability to impose restrictions. JKA does not vote proxies but may provide advice upon request. The firm maintains client privacy and has a Code of Ethics policy. No material changes have been made to the brochure since March 2024.
$154,322,453 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Blaine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Blaine. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.