Advisor at Mike Wolters & Associates, Ltd.
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Firm
Mike Wolters & Associates, Ltd.
Location
Kansas City, MO
Credentials
Series 65
Industry experience
17 years
Jane Dansby is a financial advisor at Mike Wolters & Associates, Ltd. in Kansas City, MO, holding a Series 65 designation with 17 years of industry experience. She has been with Mike Wolters & Associates since 2000. Mike Wolters & Associates provides discretionary asset management to individuals, charitable organizations, and retirement-plan participants, managing approximately $21 million across about 84 client accounts. The firm offers three management strategies focused primarily on ETFs and selected individual stocks, combining fundamental and technical analysis with tax-aware trading.
Based on Mike Wolters & Associates, Ltd.
$1 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.83% annually $1,000,001 - $1,500,000: 1.66% annually $1,500,001 - $2,000,000: 1.49% annually $2,000,001+: 1.32% annually
Account minimum: $50,000.00 Fee-only: Fees based on asset value, charged quarterly, non-negotiable
Kansas City, MO
Kansas · Missouri · Texas
Mike Wolters & Associates, Ltd.
2000 - Present (26 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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