Jansen Wealth Management LLC

Jansen Wealth Management LLC provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, and may act in a 3(38) capacity for certain plan sponsors. The firm develops customized portfolios and offers ongoing supervision, occasionally directing clients to third‑party managers when appropriate.

The firm’s investment approach is primarily long‑term and built around low‑cost mutual funds and exchange‑traded funds, with selective use of individual stocks and bonds; JWM employs fundamental and behavioral analysis and will trade shorter term for rebalancing, tax reasons, or changing client needs. JWM also uses due diligence when selecting investments and may utilize SEI’s managed account solutions for certain clients.

A notable and uncommon feature is that JWM sponsors a wrap fee program that bundles custodial, transaction, administrative and other “Covered Costs” into its asset‑based fee, a structure the brochure highlights can make total client costs vary with trading activity. The firm also discloses an institutional relationship with SEI (its generally recommended custodian) that provides software and other economic benefits, and an affiliated insurance advisory activity; these arrangements are identified in the brochure as potential conflicts of interest.