Jane Dansby is a registered investment advisor at Mike Wolters & Associates, LTD., based in Kansas City, MO, with 17 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $21M 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 $500K | 2.00% |
| $500K - $1.0M | 1.83% |
| $1.0M - $1.5M | 1.66% |
| $1.5M - $2.0M | 1.49% |
| $2M+ | 1.32% |
Fees are non-negotiable.
Fee Estimator
Location
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mike Wolters & Associates, LTD.
State Registrations3 states
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