Lisa Jantorno is a CFP-designated registered investment advisor at Jantorno Financial Advisors, LLC, based in Princeton, NJ, with 21 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Jantorno Financial Advisors provides annual reviews and financial planning updates billed at an hourly rate. For clients who engage Jantorno Financial Advisors to perform quarterly reviews, portfolio evaluations, and rebalancing, Jantorno Financial Advisors charges an annualized fixed fee that generally ranges between $5,000 and $16,000. The actual fees charged will be agreed upon on a case-by-case basis depending on the client's financial situation and the complexity of the portfolio to be managed.
Jantorno Financial Advisors provides financial planning services at an hourly rate of $250. The total cost for the initial plan is estimated once Jantorno Financial Advisors has gathered all the necessary data to complete the plan.
Location
29 Emmons Drive, Suite C-40, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is an officer and owner of Jantorno Inc., a residential home builder, since 1995. She works as a bookkeeper for the company, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Jantorno Financial Advisors, LLC
State Registrations1 state
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