J'neanne Theus
J'neanne Theus is a registered investment advisor at Compass Financial Management LLC, based in Sunbury, OH, with 20 years of industry experience. J'neanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Location
Sunbury, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
J'Neanne is an IAR, CEO, and Founder of Marathon Financial Group, LLC DBA as Theus Wealth Management, dedicating about 25 hours per month to comprehensive financial planning and investments. She is also an Employee Benefit Consultant for Chartered Federal Employee Benefits Consultant and an Independent Agent for Financial Gravity Enhanced Markets, LLC, where she is licensed to sell life and other lines of insurance, dedicating about 5% of her time to insurance-related activities.
Employment History
Current Registrations
Compass Financial Management LLC
Theus Wealth Advisors
Previous Registrations
Financial Gravity Family Office Services, LLC
Signature Investments, INC.
Sicor Securities INC
Park Avenue Securities LLC
State Registrations2 states
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