Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of assets under management. For non-discretionary accounts, fees range from 2.00% on the first $99,999 to 0.80% on amounts over $5,000,000. Discretionary portfolio management fees range from 0.15% on the first $249,999 to 0.10% on amounts over $2,000,000. Financial planning fees are charged hourly ($150-$500/hour), annually (fixed fee $500-$100,000), or as a one-time payment ($500-$100,000). Fees are negotiable based on account size and other factors. The account minimum is $25,000, but may be waived.
Areas of Practice
Advisor Information
Office location
16 Leader Heights Rd, Ste 101, York, PA, 17403
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 is a partner at PierceKo Strategic Holdings, an investment adviser representative at Oakwood Capital, and involved in fixed insurance and annuity sales with Financial Independence Group, all of which take a significant amount of his time. He also owns That Guy's Graphics, is a mortgage loan originator with American Financial Network, a marketing representative for Power of Zero, and owner of J. Lee Pierce, LLC, dedicating minimal time to each.