JB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
386 clients
Average Client Portfolio
$20.5M average
Assets Under Management
$7.9B
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
Fees are based on plan assets and the scope of services provided, and are negotiable. Fees can be charged as a percentage of assets or as a flat fee, and are billed monthly or quarterly in arrears. Clients are responsible for third-party fees. There is no account minimum for any of Shuster’s services.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
310 N. Westlake Blvd., Suite 260, Westlake Village, CA, 91362
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Shuster Advisory Group, LLC
December 2022 - Present · 3 yrs 1 mo
Stratos Wealth Partners, Ltd
February 2022 - Present · 3 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.