Janet Attard is a registered investment advisor at J. Oliver Maxwell, LLC, based in Lakeport, CA, with 16 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $3.0M | 0.85% |
| $3M+ | 0.50% |
Fees are negotiable based on complexity or related household assets.
Fee Estimator
Location
Lakeport, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2002Customer Dispute
March 2002Other Business Activities
Janet works as a realtor for Vanguard Properties, dedicating minimal time. She also works as a nurse at Alta Bates Medical Center, dedicating about 10% of her time.
Employment History
Current Registrations
J. Oliver Maxwell, LLC
Previous Registrations
J. Oliver Maxwell, LLC
J. Oliver Maxwell, LLC
J. Oliver Maxwell, LLC
J. Oliver Maxwell, LLC
Ridgeway Conger Advisory Services
Eplanning Advisors INC
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.