Is JNBA right for me?
We work with individuals and families who have complex financial lives. Our clients typically include executives and business owners, families managing inherited or accumulated wealth, and individuals navigating major life transitions like retirement, divorce, or the sale of a business.
JNBA’s primary fee structure is an assets under management fee, starting at 1% annually for clients with $1 million or more in investable assets. This fee covers ongoing financial life planning and active investment management.
In select cases, JNBA works with clients on a flat annual fee basis. These engagements are evaluated individually and reserved for situations that align with our long-term planning model.
A member of our team will reach out within one to two business days to schedule a complimentary, no-obligation call. That conversation helps us understand your situation and confirm we are the right fit for each other.
Schedule a Meeting
It all begins with a phone call.
We believe our 97% client retention rate (which we’ve maintained since we began tracking in 2001) speaks volumes to the relationships we’ve built with clients over time. To learn more about how we can help you achieve your financial life goals, call us at 952.844.0995 or use the contact form or calendar link below to schedule a complimentary, no-obligation call with our experienced team.