The minimum account sized offered at Jefferson National for a Variable Annuity account is $15,000 (conditional).
Commission is 2.5%, but every number shown on the website or brochures are after commission.
$50,000. However, clients with an account size of $50,000 or greater may open an account size with a smaller balance.
IRAs, Variable Annuities, and Brokerage Accounts.
All numbers presented on our website and to clients are derived from third-party sources. They are net a 2.5% fee. The numbers are derived from dedicated tracking accounts established at Guggenheim Investments. We use Theta Research as our primary third-party tracking source.
Scarecrow Trading is a registered investment advisory firm in the state of Minnesota. The latest brochure and ADV can be found on the Resources page on the website.
Yes. Only to registered advisory firms.
The minimum account sized offered at Jefferson National for a Variable Annuity account is $15,000 (conditional).