Maja Janko is a CFP-designated registered investment advisor at Mariner Wealth, based in Bellevue, WA, with 17 years of industry experience. Maja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
11225 SE 6th St, Suite 260, Bellevue, WA, 98004
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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
Maja is a board member and treasurer for The Flea Theater, a non-profit theater, overseeing the budget and annual audit. This takes about 10-20% of her time, with a portion of that time occurring during trading hours.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
UBS Financial Services INC.Broker
State Registrations1 state
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