Mark Just
Mark Just is a registered investment advisor at The Just Company, based in Indianapolis, IN, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee Estimator
Location
8335 Allison Pointe Trail, Suite 190, Indianapolis, IN, 46250
Get directionsHistory
Regulatory History (19)
Customer Dispute
December 2024Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
September 2023Customer Dispute
August 2023Customer Dispute
August 2023Customer Dispute
June 2023Customer Dispute
March 2023Customer Dispute
March 2022Customer Dispute
September 2021Customer Dispute
June 2021Regulatory
May 2021Customer Dispute
March 2021Customer Dispute
February 2021Customer Dispute
August 2020Customer Dispute
January 2020Customer Dispute
June 2018Customer Dispute
September 2013Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Mark owns real estate, is an owner of a marketing company, and is involved with debt reduction planning. Mark also works as an agent for life insurance and fixed annuities, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
The Just Company
Previous Registrations
Triad Advisors LLCBroker
Royal Alliance Associates, INC.Broker
Delta Equity Services CorporationBroker
Foundation Investors Securities CORP.Broker
The Just Company
Linsco/private Ledger CORP.Broker
Manequity, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.