Janine Guenther is a CFA-designated registered investment advisor at Promus Advisors, based in Oakville, with 2 years of industry experience. Janine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 50 clients with $380M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable in certain unique instances depending on the facts and circumstances.
Fee Estimator
Location
1295 Cornwall Road, Unit A3, Oakville, L6J7T5
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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 →Other Business Activities
Janine works as a financial advisor for Bellwether Investment Management Inc. and is a finance committee member at large for the University Women's Club of Vancouver, dedicating minimal time to the latter.
Employment History
Current Registrations
Promus Advisors
State Registrations1 state
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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