Justin Dagostino
Advisor at Vertex Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vertex Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
CFP®, Series 66
Industry experience
9 years
Justin Dagostino is a CFP® professional with nine years of experience in the financial services industry. He is currently with Vertex Partners and has worked at firms including LPL Financial, TD Ameritrade, and Scottrade. He has been involved in founding and developing independent advisory firms and holds the Series 66 license. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, implementing strategies through a combination of proprietary models, mutual funds, ETFs, individual securities, and third-party platforms.
Based on Vertex Partners
Based on Vertex Partners
Based on Vertex Partners
Fixed fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
$0+: 0.30% – 2.00% annually, depending upon portfolio size, composition, services, and advisor $10,000+: varies by LPL program: e.g., $10,000 minimum for Optimum Market Portfolios Program, $25,000 minimum for Model Wealth Portfolios Program, $50,000 minimum for Manager Access Select Program $250,000+: minimums for Vestmark and Vise platforms (may vary by account)
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.
Hourly fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
Account minimum: $10,000 Fee-only: Investment management fees based on assets under management ranging from 0.30% to 2.00%; fixed and/or hourly fees for financial planning and consulting services ranging from $500 to $15,000 depending on scope and complexity; fixed project-based fees for retirement plan consulting up to $15,000 per annum.
3000 Woodcreek Drive, Suite 100
Downers Grove, IL 60515
Illinois
Vertex Planning Partners, Llc
2021 - Present (5 years)
Highpoint Advisor Group, LLC (DBA:Vertex Planning Partners, LLC)
2019 - Present (7 years)
LPL Financial
2019 - Present (7 years)
Td ameritrade
2018 - 2019 (1 year)
Scottrade, inc.
2017 - 2018 (1 year)
Executive Wealth Management
2016 - 2017 (1 year)
INVEST Financial Corp.
2016 - 2017 (1 year)
Hillsdale College
2011 - 2016 (5 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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