Jane Rowny
Advisor at MBI LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jane Rowny is a CFP® professional with 15 years of industry experience. She has been with May Barnhard Investments, LLC dba MBI, LLC since 2013 and also works with May and Barnhard PC. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations, utilizing a combination of fundamental analysis, technical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary services and prepares individualized Investment Policy Statements to document client goals, risk tolerance, and asset allocation.
Client services
Based on MBI LLC
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on MBI LLC
Real estate investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed-fee arrangements for financial planning services without assets under management; specific amounts not stated.
$0 - $750,000: Negotiable $750,001 - $1,250,000: 0.90% $1,250,001 - $2,500,000: 0.80% $2,500,001 - $3,750,000: 0.70% $3,750,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Hourly charges apply for financial planning services when assets are not under management; specific rates not stated.
Fee-only: Financial planning fees for clients without assets under management are charged on an hourly or fixed-fee basis; fees are based on hourly charges or fixed-fee arrangements.
Location
7910 Woodmont Ave, Suite 500
Bethesda, MD 20814
Most active in
Jane R has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Virginia
Work history
May Barnhard Investments, LLC dba MBI, LLC
2013 - Present (13 years)
May and Barnhard PC
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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