Janus Financial offers investment advisory and financial planning services. They manage investment portfolios on a discretionary basis, using a tactical allocation strategy. Financial planning services may include retirement planning, tax optimization, cash flow analysis, estate planning, and asset protection strategies. Janus Financial tailors its services to each client's individual needs.
Assets Under Management$18M
Clients37
Advisors1
Avg. per Client$480K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee not to exceed 2.00%. Management fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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