PJ
PJ

Pamela Janysek

11 Years of Experience

Pamela Janysek is a registered investment advisor at Capital Creek Partners, based in Austin, TX, with 11 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management. Their firm serves 143 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
143 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

CCP charges a percentage of the assets they manage, ranging from 0.25% to 1.00%. The fees are generally lower for clients with higher amounts of assets under management and are negotiated based on the client's needs, the complexity of services, and the types of assets. Some clients have negotiated alternative fee structures, including flat fees, tiered fees, fees based on committed or invested capital, and/or performance fees.

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Location

1608 W. 5th St., Suite 200, Austin, TX, 78703

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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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Employment History
Current Registrations
Capital Creek Partners
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Luther King Capital Management Corporation
January 2022 - November 2022 · 10 mos
Avalon Investment & Advisory
March 2015 - January 2022 · 6 yrs 10 mos
Avalon Wealth Management LLCBroker
November 2014 - January 2022 · 7 yrs 2 mos
Sagepoint Financial, INC.Broker
January 2013 - April 2013 · 3 mos
Vsr Financial Services, INC.Broker
October 2012 - January 2013 · 3 mos
State Registrations1 state
TX
Advisor

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.
Pamela Janysek - Financial Advisor | TrueAdvisor