Jans Capital Management

Fee-Only (% of Portfolio)

Jans Capital Management (JCM) offers investment advisory services to individuals, focusing on stocks, bonds, and Collateralized Mortgage Obligations (CMOs). JCM tailors its advice to each client's needs, considering their tax situation and income requirements. Clients can place restrictions on the securities purchased for their accounts. JCM uses a buy and hold approach to minimize costs and risks. Donald Jans, the sole proprietor, has been in the investment business since 1992 and is a Chartered Financial Analyst.

Assets Under Management$2.3M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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