Financial Justus
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$169,301,719
Total clients
70
87% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$2,418,596
Client services
Fee options
Fixed annual fee of $5,000 for financial planning and tax preparation services.
$0 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: Fee capped at $30,000 annually $10,000,000+: Negotiable
Fee-only: Fixed annual fee of $5,000 for financial planning and tax preparation services plus asset-based fees as described in fee_tiers.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Financial Justus
Racine WI, United States
Number of offices
2
Quick links
Advisors at this firm
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