Advisor at Intune Management Corp.
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.
Firm
Intune Management Corp.
Location
North Branch, MN
Credentials
Series 63
Industry experience
20 years
Michael Jansen is the sole advisor at Intune Management Corp., an independent, state-registered investment advisory firm. He holds a Series 63 designation and has 20 years of industry experience. Outside of his advisory role, he serves as a director of J&B Pallets, a wood shipping pallet recycling company. Intune Management Corp. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, as well as small businesses, trusts, and estates. The firm combines fundamental and technical analysis to construct portfolios that include stocks, mutual funds, ETFs, options, and bonds, with periodic reviews and client-imposed investment restrictions.
Based on Intune Management Corp.
In certain circumstances, fixed fees or one-time fees may be charged; fees are negotiable
$0 - $250,000: 1% annually $250,001 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.7% annually $1,000,001 - $2,000,000: 0.625% annually $2,000,001 - $4,000,000: 0.5% annually $4,000,001 - $10,000,000: 0.3% annually $10,000,001+: Negotiable
Minimum fee: $1,750 minimum annual fee Fee-only: Fee-only based investment adviser; fees charged monthly in arrears based on AUM with minimum annual fee of $1,750
North Branch, MN
Minnesota · Texas
Intune Management Corp
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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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