Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee Estimator
For asset management, you'll pay an annual fee of 2.00% of the assets managed. This fee is billed monthly. Financial planning is offered at a flat fee of $2,500 per individual and $5,000 per couple, or at an hourly rate of $250 per hour for consultative services. Financial planning fees are negotiable. Lower fees for comparable services may be available from other sources.
Areas of Practice
Advisor Information
Office location
Charlotte, NC
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 Activities
Justin works as a Development Engineer for Energy Systems Group, dedicating about half his time. He is also the President of CreativeVest Inc, providing online personal finance education, which takes about 10-20% of his time.