Janet Pack
Janet Pack is a registered investment advisor at Advisors Asset Management, INC., based in Tacoma, WA, with 13 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Advisors Asset Management refers clients to third-party money managers, primarily Gradient Investments. Gradient Investments charges a percentage of the assets they manage. Advisors Asset Management receives a portion of this fee as a referral fee. The fee ranges are:
- Strategic Portfolios: 2.00% per year
- Tactical Portfolios: 1.80% per year
- Allocation & Defined Outcome Portfolios: 1.70% per year
- Preservation Portfolios: 1.00% per year
- Private Wealth Portfolios: 1.50% per year
These fees are negotiable and assessed quarterly. There is also a $15 quarterly technology fee.
Location
4301 South Pine St., Suite 628, Tacoma, WA, 98409
Get directionsHistory
Regulatory History (2)
Regulatory
August 2017Regulatory
February 2017Other Business ActivitiesSells Insurance
Janet is the owner of Senior Care Alliance, an investment-related business involved in the sale of insurance products. This activity takes up nearly all of Janet's time.
Employment History
Current Registrations
Advisors Asset Management, INC.
Previous Registrations
Foresters Equity Services, INC.Broker
Allstate Financial Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
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.