Janelle Correnti is a CFP, PFS-designated registered investment advisor at Captrust, based in Chesterfield, MO, with 7 years of industry experience. Janelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
14567 North Outer Forty Road #425, Chesterfield, MO, 63144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Janelle owns My Next Best Dollar, LLC, which provides administrative and operational support related to household tasks. She dedicates minimal time to this activity.
Employment History
Current Registrations
Captrust
Previous Registrations
Frontier Wealth Management, LLC
Edward Jones
State Registrations1 state
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