Martin Jankelowitz is a registered investment advisor at The Planning Group, based in Northfield, IL, with 2 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 267 clients with $240M 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 | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Asset management fees may be negotiable.
Fee Estimator
Location
465 Central Ave, Suite 201, Northfield, IL, 60093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Martin has been involved in independent consulting since 2021, which is investment related. He devotes a few hours per week to this activity.
Employment History
Current Registrations
The Planning Group
State Registrations3 states
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