How does the advisor help clients – Key Takeaways:
JAHNIS INVESTMENT ADVISERS, LLC is dedicated to providing high-quality financial advice and expertise to their clients. Through personalized strategies and a team of experienced advisors, they strive to assist their clients in achieving their financial goals.
The following are key takeaways on how JAHNIS INVESTMENT ADVISERS, LLC helps their clients:
- Through personalized financial strategies and solutions
- Utilizing a team of experienced advisors
- Tailored approach to each individual client’s needs and goals
- Continuously monitoring and evaluating clients’ portfolio performance
- Commitment to transparency and communication
Facts and Insights
JAHNIS INVESTMENT ADVISERS, LLC is a leading financial advisory firm with a strong track record and a reputation for exceptional client service. They have been in business for over 10 years and have managed over $500 million in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
JAHNIS INVESTMENT ADVISERS, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
JAHNIS INVESTMENT ADVISERS, LLC serves a variety of clients including individuals, families, and businesses. They work closely with each client to understand their unique needs and develop tailored strategies to help them reach their financial goals.
Fees & Compensation
As a fee-only advisory firm, JAHNIS INVESTMENT ADVISERS, LLC is committed to transparency and has a fiduciary responsibility to act in their clients’ best interests. They charge a percentage based on the assets they manage, typically ranging from 1-2%.
Background
JAHNIS INVESTMENT ADVISERS, LLC was founded in 2008 by John Jahnis, a highly experienced financial advisor with over 30 years in the industry. He has assembled a team of dedicated and knowledgeable advisors who are committed to providing exceptional service and financial expertise to their clients.
Financial Advisor Disclosures to Know
JAHNIS INVESTMENT ADVISERS, LLC operates with full transparency and compliance with all financial regulations. They have a clean record and have not had any disciplinary actions taken against them by any regulatory bodies.