Janis Financial offers personalized financial planning and investment management. They help clients with financial objectives, problem identification, cash flow, tax, insurance, education, retirement, and estate planning. Janis Financial is a fee-only firm, meaning they don't accept commissions. They may offer insurance products separately, but clients aren't obligated to purchase them. Investment advice is provided, but clients make the final decisions.
Assets Under Management$24M
Clients78
Advisors1
Avg. per Client$300K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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