JSE Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JSE Wealth Management LLC provides discretionary investment management to individuals and businesses, generally charging percentage-of-assets-under-management fees and focusing on portfolio management for individual clients. The firm also offers financial planning, but only to clients who are receiving its asset management services and only when the adviser determines planning will materially support portfolio management.
Portfolios are managed under a written investment policy statement and typically emphasize exchange-traded funds, equity securities and fixed‑income instruments, with active allocation, ongoing monitoring and periodic rebalancing; the firm conducts quarterly reviews and at least annual client meetings to update the IPS. The firm requires clients to maintain custody at Interactive Brokers, deducts advisory fees directly from client accounts, and maintains a $150,000 account minimum.
Notable distinctions versus many peers include a non‑blended fee billing method (a single fee percentage applied to the entire account rather than a blended tiered calculation), a policy that clients rely on custodian statements rather than separate written account reports from the firm, and the adviser’s independent insurance licensing, under which commissions for insurance or annuity sales may be received (a disclosed conflict of interest). The firm manages roughly $4.0 million across about a dozen client relationships and operates with discretionary authority and operational arrangements tightly linked to its chosen custodian.
Client services
Expertise
Fee options
$150,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually Above $2,000,000+: Negotiable
Commissions earned by John Erickson from insurance products sold separately and in addition to advisory fees.
Account minimum: $150,000 Fee-only: Annual fee based on asset value, calculated daily and billed monthly. Fees negotiable and may be waived.
Main office
Wayzata MN, United States
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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