Janco Wealth Management offers investment advice to individuals and trusts, helping them develop investment strategies based on their needs and goals. Janco can manage portfolios on a discretionary or non-discretionary basis. Janco also has the capability to provide financial planning software/tools services for its clients.
Assets Under Management$43M
Clients11
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fees may be negotiable based upon the account. Assets of closely associated or family accounts may be aggregated for fee calculations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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