Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For financial planning, fees range from $500 to $10,000 on a fixed basis or $150 to $1,000 per hour, depending on the complexity and time required. Portfolio management fees are based on assets under management, with a maximum annual fee of 1.65%. This fee is negotiable. There is no minimum account size required.
Areas of Practice
Advisor Information
Office location
Grand Rapids, MI
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 ActivitiesSells Insurance
Justin works as an investment adviser representative for RM Investment Strategies, LLC and Luminist Capital, LLC, dedicating about a quarter of his time and a few hours per week, respectively. He is also VP of Exchange Traded Products at 616 Advisors, taking nearly full-time hours, and a member of Advisory Advocates, LLC, dedicating minimal time. Justin is also a member of Illuminated Insurance Services, LLC, a partner in Half Mile Cottage, LLC (real estate), and a registered agent for Luminist Holdings, LLC, all with minimal time devoted.