MJ
MJ

Michael Janak

30 Years of Experience
Austin, TX
Broker

Michael Janak is a registered investment advisor at Sanctuary Advisors, LLC, based in Austin, TX, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
378 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.

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Location

12117 FM 2244,Building III, Suite 280, Austin, TX, 78738

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a Managing Director at Northview Asset Management (NVAM) LLC, dedicating nearly full-time hours to this role. This activity is investment-related.

Employment History
Current Registrations
Sanctuary Advisors, LLC
January 2021 - Present · 5 yrs 4 mos
Sanctuary Securities, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Sanctuary Securities, INC.
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Northview Asset Management, LLC
January 2016 - January 2021 · 5 yrs
World Equity Group, INC.Broker
March 2014 - October 2019 · 5 yrs 7 mos
World Equity Group, INC.
March 2014 - January 2016 · 1 yr 10 mos
International Assets Investment Management, LLC
May 2012 - March 2014 · 1 yr 10 mos
International Assets Advisory, LLCBroker
April 2012 - March 2014 · 1 yr 11 mos
Woodstock Financial Group, INC.
January 2011 - May 2012 · 1 yr 4 mos
Woodstock Financial Group, INC.Broker
August 2010 - May 2012 · 1 yr 9 mos
Crescent Securities Group, INC.Broker
August 2010 - August 2010 · 0 mos
Aps Financial CorporationBroker
August 1998 - August 2010 · 12 yrs
Spires Financial, L.P.Broker
June 1997 - August 1998 · 1 yr 2 mos
Vining-Sparks Ibg, Limited PartnershipBroker
April 1996 - June 1997 · 1 yr 2 mos
M.G.S.I. Securities, INC.Broker
July 1995 - April 1996 · 9 mos
Meyers Pollock Robbins, INC.Broker
June 1995 - July 1995 · 1 mo
H.J. Meyers & CO., INC.Broker
March 1995 - May 1995 · 2 mos
State Registrations5 states
CANMNYOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Janak - Financial Advisor | TrueAdvisor