Jane Voort is a registered investment advisor at Private Client Services, LLC, based in Appleton, WI, with 20 years of industry experience. Jane 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 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
4351 West College Ave, Suite 420, Appleton, WI, 54914
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jane is an assistant volleyball coach for her daughter's team, dedicating about 10% of her time to it. She also referees volleyball games for St. Ignatius Athletics and coaches a 16U girls volleyball team, each taking minimal time.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Invest Financial CorporationBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sii Investments, INC.Broker
Investment Centers of America, INC.
Sii Investments, INC.
Investment Centers of America, INC.Broker
Employer Retirement Investment Advisors, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Thrivent Investment Management INC.Broker
State Registrations2 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.