Jansen Wealth Management LLC

Jansen Wealth Management offers customized investment advice, managing investments using mutual funds and exchange-traded funds (ETFs). They work with clients to define investment goals, risk tolerance, and financial situations to create a suitable portfolio strategy. Jansen Wealth Management may also use individual stocks or bonds. They primarily focus on long-term investment strategies but may make shorter-term adjustments based on client needs or market conditions. They include custodial costs, transaction fees, and administrative fees in their investment advisory fees.