Janal Capital Management offers investment advice and manages investment portfolios for individuals and trusts. Janal uses a financial model to determine the right mix of stocks and bonds for each client. Janal primarily recommends Vanguard no-load index funds and ETFs. At a client's request, Janal may also invest in individual stocks.
Assets Under Management$20M
Clients15
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Janal Capital Management charges a fee based on the value of your investments. For clients before 2011, the fee is 0.1% per year. For clients after 2010, the fee is 0.15% per year. The minimum annual fee is $1,500. Janal may negotiate a different fee arrangement with clients.
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