Jansson Financial Services (JFS) manages investment portfolios for clients using stocks, bonds, mutual funds, and other securities. JFS works with clients to understand their financial situation, risk tolerance, and investment goals. JFS does not guarantee that its services will meet client goals. JFS also offers general consultations for an hourly fee.
Assets Under Management$66M
Clients212
Advisors3
Avg. per Client$310K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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