Jeffrey Janson
Jeffrey Janson is a CFP-designated registered investment advisor at Fiduciary Financial Advisors, based in Naples, FL, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
Naples, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2016Other Business Activities
Jeffrey is the owner and president of Fiduciary Focus Corporation, LLC, which provides committee governance training and information marketing. He also receives royalties as an author from book sales through Amazon.
Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
Summit Wealth Partners, LLC
Summit Wealth Partners, LLC
Financial Advisory Corporation
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.