Jansen Hein is a registered investment advisor at Simmons Capital Group, based in Chicago, IL, with 2 years of industry experience. Jansen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 463 clients with $210M 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 | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees for accounts over $10,000,000 are negotiable. Retirement plan services range from 0.50% to 1.00%.
Fee Estimator
Location
Chicago, IL
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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 →Employment History
Current Registrations
Simmons Capital Group
Steward Advisors Group, LLC
State Registrations3 states
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
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