Jan Hagemeier
Jan Hagemeier is a registered investment advisor at Boston Harbor Investment Management, based in Vero Beach, FL, with 35 years of industry experience. Jan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $17M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.89% |
| $5.0M - $7.0M | 0.77% |
| $7.0M - $12.0M | 0.74% |
| $12M+ | 0.69% |
Fees may be negotiable. The fees listed only apply when you request the services listed. Minimum Institutional Separate Account initial balance is generally $3,000,000. Exceptions to the Separate Account minimums above may be accepted and subject to a minimum quarterly or annual fee. Fees are based on AUM invested in underlying SELECT 40 strategy.
Fee Estimator
Location
Vero Beach, FL
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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 Activities
Jan is a director of a family construction business in Germany. Jan is also the CEO of Global Performance Distribution, LLC, which handles UK/European distribution for Boston Harbor Investment Management.
Employment History
Current Registrations
Boston Harbor Investment Management
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., INC.Broker
Deutsche Bank Securities INC.Broker
L. F. Rothschild & CO. IncorporatedBroker
L. F. Rothschild & CO. IncorporatedBroker
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.