Jansen Wealth Management LLC

Jansen Wealth Management LLC is a registered investment advisor established in November 2021 and owned by Jacob Jansen, who serves as the Managing Member. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary to its clients. JWM provides customized investment advisory solutions, including discretionary investment management using low-cost, diversified mutual funds, ETFs, and individual stocks or bonds. The firm's investment strategies are primarily long-term focused, with the flexibility to buy, sell, or re-allocate positions as needed. The minimum initial investment is not specified in the brochure. JWM manages $104,745,317 in client assets as of December 31, 2024. The fee structure is based on a percentage of assets under management, ranging from 1.75% for assets under $500,000 to 0.50% for assets over $10,000,001. JWM does not charge performance-based fees and does not receive compensation for securities transactions other than the advisory fees. Clients have investment discretion, with JWM having the authority to select and manage securities without prior client approval. The firm does not accept or maintain custody of client funds, except for authorized deductions of fees. Clients have the right to place restrictions on the types of investments in their portfolios. JWM encourages clients to read and discuss the Disclosure Brochure and to contact the firm with any questions. For more information, clients can visit the SEC's Investment Adviser Public Disclosure website or contact Jansen Wealth Management LLC directly at 715-481-0499 or [email protected].