Janette Saxer is a registered investment advisor at Schroder Wealth Management (US) Limited, based in London, with 16 years of industry experience. Janette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 226 clients with $920M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
226 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$922.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.90%
$5.0M - $8.0M0.70%
$8M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 London Wall Place, London, EC2Y 5AU

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Schroder Wealth Management (US) Limited
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Royal Bank of Canada Investment Management(usa) Limited
July 2009 - July 2017 · 8 yrs
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.