The Just Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides investment portfolio management, financial planning, and ongoing financial advisory and consulting services, including written financial plans and annual reviews, and may recommend insurance products to clients. As of December 31, 2023 it reported $16,358,801 in assets under advisement and no discretionary managed accounts.
Its investment approach combines technical and cyclical analysis—using charting, proprietary software and trading models—and the brochure discloses that the firm may employ market timing as part of its strategy, an approach that is uncommon among peers. The firm also uses a range of trading strategies (including long and short positions, options and margin) and offers both asset-based management programs alongside consulting billed on an hourly basis.
Compared with many investment manager peers, the firm’s profile is notable for advising a multi‑million dollar asset base while reporting no discretionary managed accounts, indicating a primarily consultative/advisory role. The brochure also discloses that firm personnel may sell insurance for commission and records a past FINRA administrative action related to a disclosure matter, which are governance and conflict-of-interest considerations for prospective clients.
Client services
Financial planning
Portfolio management
Market timing
Financial advisory/consulting services
Expertise
General retirement planning
Tax strategies for small businesses
Options & derivatives strategies
Occupation focus
Retired
Doctor or Medical Professional
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Retired
Fee options
Financial Advisory Services charge an annual flat fee quoted case-by-case; Financial Planning fees may be flat fees
Less than $250,000 - $249,999: 2.00% annually $250,000 - $499,999: 1.70% annually $500,000 - $999,999: 1.60% annually $1 Million - $2,999,999: 1.50% annually $3 Million - $4,999,999: 1.30% annually $5 Million - $9,999,999: 1.00% annually $10 Million+: 0.90% annually
Insurance products sold by Mark W. Just generate commissions
Mark W. Just: $375 per hour; Staff: $50 - $125 per hour (support services only)
Account minimum: $250,000 Minimum fee: Minimum advisory fee of $200 or quarterly maintenance fee of $50 Fee-only: Financial planning fees typically range between $750 and $10,000; hourly consulting rates $375/hour for principal, $50-$125/hour for staff; financial advisory flat fees quoted case-by-case
Main office location
The Just Company
8335 Allison Pointe Trail, Suite 190
Indianapolis IN 46250, United States
Number of offices
1
Most active in
The Just Company has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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