Jana Plaisier
Jana Plaisier is a registered investment advisor at Plaisier Financial Group LLC, based in Ludington, MI, with 39 years of industry experience. Jana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97 clients with $8.7M 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 1.00% |
Fee is negotiable for assets over $500,000.
Fee Estimator
Location
Ludington, MI
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jana is a tax preparer since 1979 and an owner-partner in Plaiser Ventures LLC, an affiliate marketing business, since 2010. She is also the owner of Plaisier Financial Group, a registered investment advisor (RIA), and is involved in life and health insurance sales through PLG Ins.
Employment History
Current Registrations
Plaisier Financial Group LLC
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
Questar Capital CorporationBroker
National Planning CorporationBroker
PFS Investments INC.Broker
State Registrations1 state
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.