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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Blaine, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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.
Get matched with an advisorMethodology
To find the top financial advisors in Blaine, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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