Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney's advisory fees are negotiable and typically billed quarterly in advance, based on a percentage of assets. The maximum Financial Advisor fee is 2.00%, but sub-advisory fees may apply depending on the program. Fees may be negotiated with the Janney Financial Advisor based on factors including the size of the Client’s account, other related accounts with Janney, the extent of services to be provided by Janney to the Client’s account, and the projected nature of trading in the Client’s account.
Areas of Practice
Advisor Information
Office location
1021 E. Cary Street, Two James Center, Suite 1000, Richmond, VA, 23219
Get directionsRegulatory 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 Activities
Adam works as a ride-share driver for Uber and Lyft. These activities are not investment-related and take minimal time.