Justin Munger
Advisor at VIP Financial Associates
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 VIP Financial Associates
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.
Firm
VIP Financial Associates
Location
Woodbury, MN 55125
Credentials
Series 66
Industry experience
16 years
Justin Munger is a financial advisor at VIP Financial Associates with 16 years of industry experience. He has worked at Premier Capital Management, LLC dba VIP Financial Associates since 2016 and previously at Sawtooth Solutions LLC. In addition to his advisory role, Munger is an independent life and health insurance agent licensed in Minnesota and Wisconsin and owns a pet sitting and cleanup services business. VIP Financial Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm’s investment process focuses on individualized asset allocation and uses a combination of fundamental and technical analysis, relying on third-party model managers and ongoing portfolio monitoring.
Based on VIP Financial Associates
Less than $1,000,000 - $1,000,000: 1.00% to 1.50% $1,000,000 - $2,000,000: 0.90% to 1.40% $2,000,000 - $3,000,000: 0.80% to 1.30% $3,000,000 - $5,000,000: 0.70% to 1.20% Above $5,000,000+: 0.60% to 1.10%
6053 Hudson Rd., Suite 201
Woodbury, MN 55125
Minnesota · Wisconsin
Premier Capital Management, LLC dba VIP Financial Associates
2016 - Present (10 years)
Sawtooth Solutions LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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