Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For UK pension transfers (SIPP), there's an initial fee up to 5% for assets between £250,000 and £1,000,000, and up to 3% for assets over £1,000,000. There's also an annual asset management fee up to 1.5% of pension assets. Additional fees may include platform, custodian, transaction, and discretionary fund manager fees (up to 1%). For investment management services only clients, there may be a one-time onboarding fee ranging from $500 to $1000. Fees are negotiable and depend on factors like assets invested and the work involved. The minimum Investment Management Agreement account size is generally $25,000. Financial planning fees are up to $2,500 initially and up to $1,000 per year for ongoing services.
Areas of Practice
Advisor Information
Office location
Louisville, KY
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is an advisory board member for Artificial Intelligence Risk, Inc., a cybersecurity company, dedicating a few hours per week. This position involves providing consulting services leveraging his expertise.