Top financial advisors in Janesville, WI
We’ve curated a list of the best financial advisors in Janesville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$310,031,088
Number of advisors
3 advisors
| $310,031,088 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Janesville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Janesville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Uncommon Cents Investing
Uncommon Cents Investing, LLC is a Registered Investment Adviser specializing in investment advisory services for individuals, high net worth individuals, employee sponsored retirement plans, trusts, and estates. The firm was established in September 2017 and is located in Janesville, Wisconsin. Uncommon Cents Investing manages advisory accounts on a discretionary basis, primarily allocating client assets among mutual funds, ETFs, equities, and debt securities based on client objectives. Clients have the ability to place restrictions on investments, but the firm retains the right to decline agreements that conflict with its strategies. The firm requires a minimum initial household account value of $250,000 for advisory and financial planning services. Fees are based on a percentage of assets under management, with a maximum advisory fee of 1.20%. Uncommon Cents Investing does not charge performance-based fees or engage in side-by-side management. The firm does not accept or pay fees for referrals and does not vote proxies on behalf of clients. Clients are responsible for voting proxies and handling class action suits related to their investments. Uncommon Cents Investing does not have custody of client assets but uses Charles Schwab & Co., Inc. as the qualified custodian. The firm has established procedures to ensure client funds and securities are held separately at the custodian.
$310,031,088 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesConsulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Janesville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Janesville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.