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CFP
JS
CFP

Janet Stanzak

14 Years of Experience
Burnsville, MN

Janet Stanzak is a CFP-designated registered investment advisor at Financial Empowerment LLC, based in Burnsville, MN, with 14 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 93 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$104.3M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.65%
$1.0M - $2.5M0.55%
$2.5M+0.45%

These fees are for Individual Portfolio Management. Model Portfolio Management fees are 0.40% of assets under management. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

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Janet Stanzak

Location

11995 County Road 11, #130, Burnsville, MN, 55337

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Financial Empowerment LLC
May 2011 - Present · 14 yrs 11 mos
State Registrations2 states
MNTX
Advisor

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.

Exams
No exam information available for this advisor.
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Janet Stanzak