Janney Montgomery Scott provides a wide range of financial services including investment management, wealth planning, retirement plan consulting, and brokerage services. Originally established in 1832 and based in Philadelphia, the firm operates as both a registered investment advisor and broker-dealer, offering numerous advisory programs spanning professional money management, asset allocation models, and internal portfolio management. Janney serves individual investors, families, and institutional clients through a network of financial advisors and digital service channels, utilizing diverse strategies such as separately managed accounts, mutual funds, exchange-traded products, and alternative investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.