Jacob Jansen is a registered investment advisor at Jansen Wealth Management LLC, based in Altoona, WI, with 12 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 218 clients with $100M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
1476 Blazing Star Blvd, Ste 3, Altoona, WI, 54720
Get directionsHistory
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 →Other Business Activities
Jacob is a silent partner in a nutrition company, NuSkool Inc., located in Austin, TX. He receives no compensation for this role.
Employment History
Current Registrations
Jansen Wealth Management LLC
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
Edward Jones
Edward JonesBroker
State Registrations2 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.