KJ
KJ

Keith Janczak

19 Years of Experience
Orland Park, IL
Broker

Keith Janczak is a registered investment advisor at Fifth Third Securities, INC., based in Orland Park, IL, with 19 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15330 Harlem Avenue, Orland Park, IL, 60462

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Keith is a gamer who streams online on Twitch, spending about 40% of his time on this activity. This activity is not securities related and will not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
April 2021 - Present · 5 yrs 1 mo
Fifth Third Securities, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - November 2020 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - November 2020 · 11 yrs 9 mos
Citigroup Global Markets INC.
September 2006 - March 2009 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
July 2006 - March 2009 · 2 yrs 8 mos
State Registrations27 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Keith Janczak - Financial Advisor | TrueAdvisor