Michael Jansen
Michael Jansen is a registered investment advisor at Intune Management CORP., based in North Branch, MN, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.63% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for accounts greater than $10,000,000. There is a $1,750 minimum annual fee.
Fee Estimator
Location
North Branch, MN
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1996Customer Dispute
June 1995Other Business Activities
Michael is a director at J&B Pallets, a wood shipping pallet recycling company, since 2012. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Intune Management CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.