Richard Jankus
Richard Jankus is a registered investment advisor at Woodstock Wealth Management, INC., based in Palm Beach Gardens, FL, with 31 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2010Customer Dispute
June 1998Customer Dispute
March 1998Other Business ActivitiesSells Insurance
Richard is the President and CEO of Winston Cooper, Inc., a non-securities related insurance agency, dedicating minimal time. He also manages entertainment activities for his daughters and himself, works as a Realtor Associate, is a Director for Woodstock Holdings, Inc., and is the Secretary for Xcel Mentoring Network, Inc.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Fairchild Financial Group, INC.Broker
Iar Securities CORP.Broker
Investors Associates, INC.Broker
Sovereign Equity Management CORP.Broker
Stratton Oakmont INC.Broker
State Registrations3 states
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.